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Athena Wealth Management’s Charter Communications CHTR Stock Holding History

Athena Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-971
Closed -$210K – 111
2026
Q1 		$210K Buy
+971
New +$210K 0.17% 104

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Athena Wealth Management's CHTR Position: Q2 2026 in Review

Athena Wealth Management sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 971 shares — an estimated $210K sold.

Athena Wealth Management first reported a position in CHTR in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 121 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Athena Wealth Management reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 971 Charter Communications shares in Q2 2026, an estimated $210K.
  • Athena Wealth Management first reported a position in Charter Communications in Q1 2026 and held it in 1 quarter.
  • Athena Wealth Management's Charter Communications position peaked at $210K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.