Mirabella Financial Services’s Charter Communications CHTR Stock Holding History

Mirabella Financial Services’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	–	Sell	-1,199	Closed	-$259K	–	770
2026 Q1	$259K	Buy	+1,199	New	+$260K	0.02%	570
2025 Q2	–	Sell	-7,828	Closed	-$2.9M	–	222
2025 Q1	$2.9M	Buy	7,828 +5,931	+313%	+$2.12M	0.12%	120
2024 Q4	$650K	Sell	1,897 -42,327	-96%	-$15.3M	0.06%	194
2024 Q3	$14.5M	Buy	+44,224	New	+$14.9M	0.81%	29
2024 Q2	–	Sell	-738	Closed	-$214K	–	471
2024 Q1	$214K	Buy	738 +190	+35%	+$61.1K	0.02%	443
2023 Q4	$213K	Buy	+548	New	+$223K	0.03%	364
2023 Q3	–	Sell	-17,192	Closed	-$6.32M	–	411
2023 Q2	$6.32M	Buy	17,192 +16,604	+2,824%	+$5.67M	0.69%	30
2023 Q1	$210K	Sell	588 -396	-40%	-$148K	0.03%	354
2022 Q4	$334K	Buy	984 +4	+0.4%	+$1.41K	0.03%	239
2022 Q3	$306K	Buy	+980	New	+$419K	0.03%	218
2022 Q2	–	Sell	-380	Closed	-$207K	–	496
2022 Q1	$207K	Buy	+380	New	+$223K	0.02%	395
2021 Q2	–	Sell	-1,933	Closed	-$1.19M	–	307
2021 Q1	$1.19M	Buy	+1,933	New	+$1.21M	0.37%	79
2020 Q2	–	Sell	-6,002	Closed	-$2.62M	–	177
2020 Q1	$2.62M	Buy	6,002 +320	+6%	+$157K	1.51%	26
2019 Q4	$2.76M	Buy	+5,682	New	+$2.61M	0.5%	55

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's CHTR Position: Q2 2026 in Review

Mirabella Financial Services sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1,199 shares — an estimated $259K sold.

Mirabella Financial Services first reported a position in CHTR in Q4 2019 and held it in 14 quarters. The position peaked at $14.5M in Q3 2024. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Mirabella Financial Services reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 1,199 Charter Communications shares in Q2 2026, an estimated $259K.
Mirabella Financial Services first reported a position in Charter Communications in Q4 2019 and held it in 14 quarters.
Mirabella Financial Services's Charter Communications position peaked at $14.5M in Q3 2024.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.