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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
Q3 		$222K Buy
1,998
+17
+0.9% +$2.37K 0.08% 76
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Shira Ridge Wealth Management's CHTR Position: Q3 2026 in Review

Shira Ridge Wealth Management increased its Charter Communications (CHTR) stake by 0.86% in Q3 2026, buying an estimated $2.37K and bringing the position to 1,998 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #76.

Shira Ridge Wealth Management first reported a position in CHTR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.05M in Q3 2023. 42 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Shira Ridge Wealth Management held 1,998 shares of Charter Communications worth $222K as of Q3 2026.
  • Shira Ridge Wealth Management bought 17 Charter Communications shares in Q3 2026, an estimated $2.37K.
  • Charter Communications made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Shira Ridge Wealth Management first reported a position in Charter Communications in Q4 2022 and has held it in 16 quarters since.
  • Shira Ridge Wealth Management's Charter Communications position peaked at $1.05M in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.