Axxcess Wealth Management’s Charter Communications CHTR Stock Holding History

Axxcess 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	$590K	Buy	+4,149	New	+$692K	0.01%	673
2025 Q4	–	Sell	-744	Closed	-$205K	–	1057
2025 Q3	$205K	Sell	744 -1,372	-65%	-$415K	﹤0.01%	886
2025 Q2	$865K	Sell	2,116 -234	-10%	-$89.6K	0.02%	465
2025 Q1	$866K	Buy	2,350 +125	+6%	+$44.7K	0.02%	429
2024 Q4	$763K	Buy	2,225 +339	+18%	+$123K	0.02%	461
2024 Q3	$611K	Buy	1,886 +785	+71%	+$264K	0.02%	506
2024 Q2	$329K	Hold	1,101	–	–	0.01%	628
2024 Q1	$320K	Buy	1,101 +441	+67%	+$142K	0.01%	647
2023 Q4	$257K	Buy	660 +36	+6%	+$14.7K	0.01%	696
2023 Q3	$274K	Sell	624 -34	-5%	-$14.1K	0.01%	624
2023 Q2	$242K	Buy	658 +7	+1%	+$2.39K	0.02%	513
2023 Q1	$233K	Hold	651	–	–	0.02%	550
2022 Q4	$221K	Buy	+651	New	+$229K	0.02%	527
2022 Q2	–	Sell	-447	Closed	-$244K	–	560
2022 Q1	$244K	Sell	447 -21	-4%	-$12.3K	0.02%	532
2021 Q4	$305K	Buy	+468	New	+$319K	0.02%	467

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Charter Communications (CHTR) in Q2 2026: 4,149 shares worth $590K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CHTR as recently as Q3 2025.

Axxcess Wealth Management first reported a position in CHTR in Q4 2021 and has held it in 15 quarters since. The position peaked at $866K in Q1 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Axxcess Wealth Management held 4,149 shares of Charter Communications worth $590K as of Q2 2026.
Charter Communications was a new Axxcess Wealth Management position in Q2 2026.
Charter Communications made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #673 holding.
Axxcess Wealth Management first reported a position in Charter Communications in Q4 2021 and has held it in 15 quarters since.
Axxcess Wealth Management's Charter Communications position peaked at $866K in Q1 2025.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.