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Portside Wealth Group’s Charter Communications CHTR Stock Holding History

Portside Wealth Group’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
-1,048
Closed -$226K – 524
2026
Q1 		$226K Buy
+1,048
New +$227K 0.03% 427

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

Portside Wealth Group's CHTR Position: Q2 2026 in Review

Portside Wealth Group sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1,048 shares — an estimated $226K sold.

Portside Wealth Group first reported a position in CHTR in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 78 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Portside Wealth Group reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 1,048 Charter Communications shares in Q2 2026, an estimated $226K.
  • Portside Wealth Group first reported a position in Charter Communications in Q1 2026 and held it in 1 quarter.
  • Portside Wealth Group's Charter Communications position peaked at $226K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.