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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
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

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Olistico Wealth's CHTR Position: Q2 2026 in Review

Olistico Wealth 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 #329.

Olistico Wealth first reported a position in CHTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23K in Q2 2025. 78 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Olistico Wealth held 3 shares of Charter Communications worth $427 as of Q2 2026.
  • Olistico Wealth left its Charter Communications share count unchanged in Q2 2026.
  • Charter Communications made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #329 holding.
  • Olistico Wealth first reported a position in Charter Communications in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Charter Communications position peaked at $1.23K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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