Curated Wealth Partners’s Charter Communications CHTR Stock Holding History

Curated Wealth Partners’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	$72.3K	Buy	+12,376	New	+$2.07M	0.01%	649
2022 Q2	–	Sell	-483	Closed	-$316K	–	134
2022 Q1	$316K	Hold	483	–	–	0.11%	106
2021 Q4	$316K	Buy	483 +14	+3%	+$9.53K	0.1%	109
2021 Q3	$341K	Buy	469 +2	+0.4%	+$1.52K	0.19%	103
2021 Q2	$337K	Sell	467 -152	-25%	-$102K	0.18%	104
2021 Q1	$382K	Buy	619 +110	+22%	+$68.7K	0.23%	88
2020 Q4	$337K	Buy	+509	New	+$324K	0.22%	92

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners's CHTR Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Charter Communications (CHTR) in Q2 2026: 12,376 shares worth $72.3K. The stake represents 0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in CHTR as recently as Q1 2022.

Curated Wealth Partners first reported a position in CHTR in Q4 2020 and has held it in 7 quarters since. The position peaked at $382K in Q1 2021. 156 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Curated Wealth Partners held 12,376 shares of Charter Communications worth $72.3K as of Q2 2026.
Charter Communications was a new Curated Wealth Partners position in Q2 2026.
Charter Communications made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #649 holding.
Curated Wealth Partners first reported a position in Charter Communications in Q4 2020 and has held it in 7 quarters since.
Curated Wealth Partners's Charter Communications position peaked at $382K in Q1 2021.
156 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.