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Newton One Investments’s Charter Communications CHTR Stock Holding History

Newton One Investments’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
Q3 		– Sell
-7
Closed -$996 – 155
2026
Q2 		$996 Buy
+7
New +$1.17K ﹤0.01% 142

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DR
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CNB
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Newton One Investments's CHTR Position: Q3 2026 in Review

Newton One Investments sold out of Charter Communications (CHTR) in Q3 2026, closing a stake of 7 shares — an estimated $996 sold.

Newton One Investments first reported a position in CHTR in Q2 2026 and held it in 1 quarter. The position peaked at $996 in Q2 2026. 52 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Newton One Investments reported no remaining Charter Communications position as of Q3 2026 after selling out during the quarter.
  • Newton One Investments sold 7 Charter Communications shares in Q3 2026, an estimated $996.
  • Newton One Investments first reported a position in Charter Communications in Q2 2026 and held it in 1 quarter.
  • Newton One Investments's Charter Communications position peaked at $996 in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Newton One Investments's 13F filing for Q3 2026, filed 14 Oct 2026.