Shira Ridge Wealth Management’s Charter Communications CHTR Stock Holding History

Shira Ridge Wealth Management’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	$282K	Sell	1,981 -384	-16%	-$64.1K	0.1%	67
2026 Q1	$511K	Hold	2,365	–	–	0.2%	49
2025 Q4	$494K	Buy	2,365 +11	+0.5%	+$2.48K	0.2%	50
2025 Q3	$648K	Sell	2,354 -31	-1%	-$9.37K	0.27%	44
2025 Q2	$975K	Hold	2,385	–	–	0.45%	35
2025 Q1	$879K	Hold	2,385	–	–	0.44%	36
2024 Q4	$818K	Hold	2,385	–	–	0.4%	36
2024 Q3	$773K	Hold	2,385	–	–	0.39%	41
2024 Q2	$713K	Hold	2,385	–	–	0.4%	41
2024 Q1	$693K	Sell	2,385 -7	-0.3%	-$2.25K	0.4%	41
2023 Q4	$930K	Sell	2,392 -3	-0.1%	-$1.22K	0.56%	30
2023 Q3	$1.05M	Buy	2,395 +3	+0.1%	+$1.25K	0.69%	28
2023 Q2	$879K	Hold	2,392	–	–	0.55%	30
2023 Q1	$855K	Buy	2,392 +7	+0.3%	+$2.62K	0.56%	29
2022 Q4	$809K	Buy	+2,385	New	+$838K	0.56%	29

Other funds holding CHTR

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Shira Ridge Wealth Management's CHTR Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Charter Communications (CHTR) stake by 16% in Q2 2026, selling an estimated $64.1K and leaving 1,981 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #67.

Shira Ridge Wealth Management first reported a position in CHTR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q3 2023. 199 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Shira Ridge Wealth Management held 1,981 shares of Charter Communications worth $282K as of Q2 2026.
Shira Ridge Wealth Management sold 384 Charter Communications shares in Q2 2026, an estimated $64.1K.
Charter Communications made up 0.1% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #67 holding.
Shira Ridge Wealth Management first reported a position in Charter Communications in Q4 2022 and has held it in 15 quarters since.
Shira Ridge Wealth Management's Charter Communications position peaked at $1.05M in Q3 2023.
199 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.