Sage Mountain Advisors’s Charter Communications CHTR Stock Holding History

Sage Mountain 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 Q1	–	Sell	-1,149	Closed	-$240K	–	337
2025 Q4	$240K	Buy	+1,149	New	+$258K	0.01%	442
2025 Q3	–	Sell	-495	Closed	-$202K	–	553
2025 Q2	$202K	Buy	+495	New	+$189K	0.01%	405
2022 Q3	–	Sell	-430	Closed	-$201K	–	385
2022 Q2	$201K	Buy	+430	New	+$210K	0.04%	430
2022 Q1	–	Sell	-392	Closed	-$256K	–	631
2021 Q4	$256K	Buy	392 +61	+18%	+$41.5K	0.03%	471
2021 Q3	$241K	Hold	331	–	–	0.03%	401
2021 Q2	$239K	Buy	+331	New	+$223K	0.04%	357

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's CHTR Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,149 shares — an estimated $240K sold.

Sage Mountain Advisors first reported a position in CHTR in Q2 2021 and held it in 6 quarters. The position peaked at $256K in Q4 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Sage Mountain Advisors reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 1,149 Charter Communications shares in Q1 2026, an estimated $240K.
Sage Mountain Advisors first reported a position in Charter Communications in Q2 2021 and held it in 6 quarters.
Sage Mountain Advisors's Charter Communications position peaked at $256K in Q4 2021.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.