Olistico Wealth’s Charter Communications CHTR Stock Holding History

Olistico Wealth’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	$333	Hold	3	–	–	﹤0.01%	350
2026 Q2	$427	Hold	3	–	–	﹤0.01%	329
2026 Q1	$648	Hold	3	–	–	﹤0.01%	332
2025 Q4	$626	Buy	+3	New	+$675	﹤0.01%	332
2025 Q3	–	Sell	-3	Closed	-$1.23K	–	133
2025 Q2	$1.23K	Hold	3	–	–	﹤0.01%	347
2025 Q1	$1.11K	Hold	3	–	–	﹤0.01%	316
2024 Q4	$1.03K	Hold	3	–	–	﹤0.01%	294
2024 Q3	$972	Hold	3	–	–	﹤0.01%	298
2024 Q2	$897	Buy	+3	New	+$819	﹤0.01%	291

Other funds holding CHTR

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Olistico Wealth's CHTR Position: Q3 2026 in Review

Olistico Wealth held its Charter Communications (CHTR) position steady in Q3 2026 at 3 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Olistico Wealth first reported a position in CHTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23K in Q2 2025. 460 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Olistico Wealth held 3 shares of Charter Communications worth $333 as of Q3 2026.
Olistico Wealth left its Charter Communications share count unchanged in Q3 2026.
Charter Communications made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #350 holding.
Olistico Wealth first reported a position in Charter Communications in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Charter Communications position peaked at $1.23K in Q2 2025.
460 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.