Darwin Wealth Management’s Charter Communications CHTR Stock Holding History

Darwin 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 Q3	$18.2K	Buy	+164	New	+$22.8K	﹤0.01%	530
2024 Q4	–	Sell	-3	Closed	-$972	–	647
2024 Q3	$972	Buy	+3	New	+$1.01K	﹤0.01%	566
2021 Q3	–	Sell	-5,002	Closed	-$3.61M	–	174
2021 Q2	$3.61M	Sell	5,002 -658	-12%	-$443K	0.59%	34
2021 Q1	$3.49M	Buy	+5,660	New	+$3.54M	0.61%	42

Other funds holding CHTR

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Darwin Wealth Management's CHTR Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Charter Communications (CHTR) in Q3 2026: 164 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in CHTR as recently as Q3 2024.

Darwin Wealth Management first reported a position in CHTR in Q1 2021 and has held it in 4 quarters since. The position peaked at $3.61M in Q2 2021. 460 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Darwin Wealth Management held 164 shares of Charter Communications worth $18.2K as of Q3 2026.
Charter Communications was a new Darwin Wealth Management position in Q3 2026.
Charter Communications made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #530 holding.
Darwin Wealth Management first reported a position in Charter Communications in Q1 2021 and has held it in 4 quarters since.
Darwin Wealth Management's Charter Communications position peaked at $3.61M in Q2 2021.
460 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.