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DiNuzzo Private Wealth’s Charter Communications CHTR Stock Holding History

DiNuzzo Private Wealth’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 		$2.85K Sell
20
-8
-29% -$1.33K ﹤0.01% 557
2026
Q1 		$6.04K Hold
28
– – ﹤0.01% 362
2025
Q4 		$5.84K Sell
28
-6
-18% -$1.35K ﹤0.01% 357
2025
Q3 		$9.03K Hold
34
– – ﹤0.01% 280
2025
Q2 		$13.9K Hold
34
– – ﹤0.01% 216
2025
Q1 		$12.5K Buy
34
+4
+13% +$1.43K ﹤0.01% 219
2024
Q4 		$10.3K Sell
30
-1
-3% -$362 ﹤0.01% 242
2024
Q3 		$10K Buy
31
+21
+210% +$7.06K ﹤0.01% 251
2024
Q2 		$2.99K Buy
10
+1
+11% +$273 ﹤0.01% 398
2024
Q1 		$2.62K Sell
9
-2
-18% -$643 ﹤0.01% 385
2023
Q4 		$4.28K Buy
+11
New +$4.49K ﹤0.01% 260

Other funds holding CHTR

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

DiNuzzo Private Wealth's CHTR Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Charter Communications (CHTR) stake by 29% in Q2 2026, selling an estimated $1.33K and leaving 20 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

DiNuzzo Private Wealth first reported a position in CHTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9K in Q2 2025. 218 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • DiNuzzo Private Wealth held 20 shares of Charter Communications worth $2.85K as of Q2 2026.
  • DiNuzzo Private Wealth sold 8 Charter Communications shares in Q2 2026, an estimated $1.33K.
  • Charter Communications made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #557 holding.
  • DiNuzzo Private Wealth first reported a position in Charter Communications in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Charter Communications position peaked at $13.9K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.