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JFS Wealth Advisors’s Charter Communications CHTR Stock Holding History

JFS 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 		$143 Sell
1
-31
-97% -$5.17K ﹤0.01% 2197
2026
Q1 		$6.91K Buy
32
+3
+10% +$650 ﹤0.01% 1083
2025
Q4 		$6.05K Sell
29
-3
-9% -$675 ﹤0.01% 1161
2025
Q3 		$8.8K Sell
32
-5
-14% -$1.51K ﹤0.01% 936
2025
Q2 		$15.1K Sell
37
-26
-41% -$9.95K ﹤0.01% 727
2025
Q1 		$23.2K Buy
63
+24
+62% +$8.59K ﹤0.01% 632
2024
Q4 		$13.4K Sell
39
-2
-5% -$723 ﹤0.01% 770
2024
Q3 		$13.3K Buy
41
+12
+41% +$4.04K ﹤0.01% 759
2024
Q2 		$8.67K Sell
29
-3
-9% -$819 ﹤0.01% 839
2024
Q1 		$9.3K Sell
32
-13
-29% -$4.18K ﹤0.01% 836
2023
Q4 		$17.5K Sell
45
-4
-8% -$1.63K ﹤0.01% 616
2023
Q3 		$21.6K Buy
49
+8
+20% +$3.33K ﹤0.01% 529
2023
Q2 		$15.1K Buy
41
+12
+41% +$4.09K ﹤0.01% 603
2023
Q1 		$10.4K Sell
29
-15
-34% -$5.6K ﹤0.01% 709
2022
Q4 		$14.9K Buy
44
+22
+100% +$7.73K ﹤0.01% 592
2022
Q3 		$7K Sell
22
-41
-65% -$17.5K ﹤0.01% 847
2022
Q2 		$30K Sell
63
-28
-31% -$13.7K ﹤0.01% 499
2022
Q1 		$50K Buy
91
+3
+3% +$1.76K ﹤0.01% 430
2021
Q4 		$57K Sell
88
-34
-28% -$23.1K 0.01% 400
2021
Q3 		$89K Buy
+122
New +$92.6K 0.01% 330
2018
Q2 		– Sell
-33
Closed -$10K – 476
2018
Q1 		$10K Hold
33
– – ﹤0.01% 368
2017
Q4 		$11K Hold
33
– – ﹤0.01% 373
2017
Q3 		$12K Hold
33
– – ﹤0.01% 361
2017
Q2 		$11K Hold
33
– – ﹤0.01% 339
2017
Q1 		$10K Hold
33
– – ﹤0.01% 352
2016
Q4 		$10K Hold
33
– – ﹤0.01% 352
2016
Q3 		$9K Sell
33
-586
-95% -$148K ﹤0.01% 389
2016
Q2 		$142K Buy
+619
New +$133K 0.04% 186
2014
Q3 		– Sell
-80
Closed – – 488
2014
Q2 		$0 Buy
+80
New +$11K ﹤0.01% 475

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Charter Communications (CHTR) stake by 97% in Q2 2026, selling an estimated $5.17K and leaving 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

JFS Wealth Advisors first reported a position in CHTR in Q2 2014 and has held it in 29 quarters since. The position peaked at $142K in Q2 2016. 69 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • JFS Wealth Advisors held 1 share of Charter Communications worth $143 as of Q2 2026.
  • JFS Wealth Advisors sold 31 Charter Communications shares in Q2 2026, an estimated $5.17K.
  • Charter Communications made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2197 holding.
  • JFS Wealth Advisors first reported a position in Charter Communications in Q2 2014 and has held it in 29 quarters since.
  • JFS Wealth Advisors's Charter Communications position peaked at $142K in Q2 2016.
  • 69 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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