HHM Wealth Advisors’s Charter Communications CHTR Stock Holding History

HHM 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	$427	Hold	3	–	–	﹤0.01%	857
2026 Q1	$648	Hold	3	–	–	﹤0.01%	842
2025 Q4	$627	Hold	3	–	–	﹤0.01%	812
2025 Q3	$826	Sell	3 -5	-63%	-$1.51K	﹤0.01%	814
2025 Q2	$3.27K	Hold	8	–	–	﹤0.01%	722
2025 Q1	$2.95K	Hold	8	–	–	﹤0.01%	718
2024 Q4	$2.74K	Buy	8 +5	+167%	+$1.81K	﹤0.01%	721
2024 Q3	$973	Sell	3 -7	-70%	-$2.35K	﹤0.01%	730
2024 Q2	$2.99K	Buy	10 +3	+43%	+$819	﹤0.01%	679
2024 Q1	$2.04K	Hold	7	–	–	﹤0.01%	686
2023 Q4	$2.72K	Hold	7	–	–	﹤0.01%	675
2023 Q3	$3.08K	Hold	7	–	–	﹤0.01%	688
2023 Q2	$2.57K	Hold	7	–	–	﹤0.01%	719
2023 Q1	$2.5K	Hold	7	–	–	﹤0.01%	708
2022 Q4	$2.37K	Hold	7	–	–	﹤0.01%	589
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	595
2022 Q2	$3K	Hold	7	–	–	﹤0.01%	699
2022 Q1	$4K	Buy	7 +4	+133%	+$2.35K	﹤0.01%	625
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	627
2021 Q3	$2K	Hold	3	–	–	﹤0.01%	590
2021 Q2	$2K	Hold	3	–	–	﹤0.01%	575
2021 Q1	$2K	Hold	3	–	–	﹤0.01%	536
2020 Q4	$2K	Hold	3	–	–	﹤0.01%	496
2020 Q3	$2K	Hold	3	–	–	﹤0.01%	468
2020 Q2	$2K	Hold	3	–	–	﹤0.01%	456
2020 Q1	$1K	Buy	+3	New	+$1.47K	﹤0.01%	446

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHM Wealth Advisors's CHTR Position: Q2 2026 in Review

HHM Wealth Advisors held its Charter Communications (CHTR) position steady in Q2 2026 at 3 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #857.

HHM Wealth Advisors first reported a position in CHTR in Q1 2020 and has held it in 26 quarters since. The position peaked at $4K in Q1 2022. 156 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

HHM Wealth Advisors held 3 shares of Charter Communications worth $427 as of Q2 2026.
HHM Wealth Advisors left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #857 holding.
HHM Wealth Advisors first reported a position in Charter Communications in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Charter Communications position peaked at $4K in Q1 2022.
156 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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