HCM
CHARU

Heights Capital Management’s Charlton Aria Acquisition Corp Units CHARU Stock Holding History

Heights Capital Management’s Portfolio CHARU Stock Details CHARU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,000
Closed -$406K – 225
2025
Q1 		$406K Hold
40,000
– – 0.19% 55
2024
Q4 		$408K Buy
+40,000
New +$401K 0.2% 47

Other funds holding CHARU

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heights Capital Management's CHARU Position: Q2 2025 in Review

Heights Capital Management sold out of Charlton Aria Acquisition Corp Units (CHARU) in Q2 2025, closing a stake of 40,000 shares — an estimated $406K sold.

Heights Capital Management first reported a position in CHARU in Q4 2024 and held it in 2 quarters. The position peaked at $408K in Q4 2024. 4 funds tracked by Wall St. Rank hold CHARU as of Q2 2025.

  • Heights Capital Management reported no remaining Charlton Aria Acquisition Corp Units position as of Q2 2025 after selling out during the quarter.
  • Heights Capital Management sold 40,000 Charlton Aria Acquisition Corp Units shares in Q2 2025, an estimated $406K.
  • Heights Capital Management first reported a position in Charlton Aria Acquisition Corp Units in Q4 2024 and held it in 2 quarters.
  • Heights Capital Management's Charlton Aria Acquisition Corp Units position peaked at $408K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Charlton Aria Acquisition Corp Units as of Q2 2025.

Based on Heights Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.