Opal Wealth Advisors’s Charter Communications CHTR Stock Holding History

Opal 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	–	Sell	-338	Closed	-$73K	–	300
2026 Q1	$73K	Buy	+338	New	+$73.2K	0.02%	332
2025 Q3	–	Sell	-373	Closed	-$152K	–	261
2025 Q2	$152K	Sell	373 -1	-0.3%	-$383	0.04%	220
2025 Q1	$138K	Buy	+374	New	+$134K	0.04%	230
2024 Q3	–	Sell	-310	Closed	-$92.7K	–	368
2024 Q2	$92.7K	Buy	+310	New	+$84.6K	0.03%	283

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

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

Opal Wealth Advisors sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 338 shares — an estimated $73K sold.

Opal Wealth Advisors first reported a position in CHTR in Q2 2024 and held it in 4 quarters. The position peaked at $152K in Q2 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Opal Wealth Advisors reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 338 Charter Communications shares in Q2 2026, an estimated $73K.
Opal Wealth Advisors first reported a position in Charter Communications in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Charter Communications position peaked at $152K in Q2 2025.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.