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Elevation Wealth Partners’s Charter Communications CHTR Stock Holding History

Elevation 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 		$17.2K Buy
121
+86
+246% +$14.4K 0.01% 638
2026
Q1 		$7.56K Buy
35
+2
+6% +$433 ﹤0.01% 586
2025
Q4 		$6.89K Buy
33
+27
+450% +$6.07K ﹤0.01% 556
2025
Q3 		$1.65K Buy
+6
New +$1.81K ﹤0.01% 680
2024
Q3 		– Sell
-20
Closed -$5.98K – 495
2024
Q2 		$5.98K Hold
20
– – ﹤0.01% 374
2024
Q1 		$5.81K Buy
+20
New +$6.43K ﹤0.01% 383

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Elevation Wealth Partners increased its Charter Communications (CHTR) stake by 246% in Q2 2026, buying an estimated $14.4K and bringing the position to 121 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #638.

Elevation Wealth Partners first reported a position in CHTR in Q1 2024 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Elevation Wealth Partners held 121 shares of Charter Communications worth $17.2K as of Q2 2026.
  • Elevation Wealth Partners bought 86 Charter Communications shares in Q2 2026, an estimated $14.4K.
  • Charter Communications made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #638 holding.
  • Elevation Wealth Partners first reported a position in Charter Communications in Q1 2024 and has held it in 6 quarters since.
  • 229 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.