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Fifth Third Wealth Advisors’s Charter Communications CHTR Stock Holding History

Fifth Third Wealth Advisors’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 		$2.21M Buy
15,539
+10,065
+184% +$1.68M 0.06% 197
2026
Q1 		$1.18M Buy
5,474
+4,388
+404% +$951K 0.04% 246
2025
Q4 		$227K Sell
1,086
-1,234
-53% -$278K 0.01% 702
2025
Q3 		$638K Sell
2,320
-69
-3% -$20.9K 0.02% 317
2025
Q2 		$977K Sell
2,389
-236
-9% -$90.3K 0.04% 238
2025
Q1 		$967K Sell
2,625
-134
-5% -$47.9K 0.05% 228
2024
Q4 		$946K Sell
2,759
-159
-5% -$57.5K 0.05% 210
2024
Q3 		$946K Sell
2,918
-21
-0.7% -$7.06K 0.06% 200
2024
Q2 		$879K Buy
+2,939
New +$802K 0.07% 177

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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Fifth Third Wealth Advisors's CHTR Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Charter Communications (CHTR) stake by 184% in Q2 2026, buying an estimated $1.68M and bringing the position to 15,539 shares worth $2.21M. The position accounts for 0.06% of the portfolio, ranked #197.

Fifth Third Wealth Advisors first reported a position in CHTR in Q2 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Fifth Third Wealth Advisors held 15,539 shares of Charter Communications worth $2.21M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 10,065 Charter Communications shares in Q2 2026, an estimated $1.68M.
  • Charter Communications made up 0.06% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Fifth Third Wealth Advisors first reported a position in Charter Communications in Q2 2024 and has held it in 9 quarters since.
  • 94 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.