SOA Wealth Advisors
CHTR icon

SOA Wealth Advisors’s Charter Communications CHTR Stock Holding History

SOA 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
Q3 		$7.65K Hold
69
– – ﹤0.01% 630
2026
Q2 		$9.8K Hold
69
– – ﹤0.01% 617
2026
Q1 		$14.9K Hold
69
– – ﹤0.01% 536
2025
Q4 		$14.4K Sell
69
-10
-13% -$2.25K ﹤0.01% 548
2025
Q3 		$21.7K Sell
79
-6
-7% -$1.81K ﹤0.01% 505
2025
Q2 		$34.7K Hold
85
– – 0.01% 421
2025
Q1 		$31.3K Hold
85
– – 0.01% 400
2024
Q4 		$29.1K Hold
85
– – 0.01% 398
2024
Q3 		$27.5K Hold
85
– – 0.01% 403
2024
Q2 		$25.4K Sell
85
-1
-1% -$273 0.01% 405
2024
Q1 		$25K Hold
86
– – 0.01% 406
2023
Q4 		$33.4K Hold
86
– – 0.01% 346
2023
Q3 		$37.8K Hold
86
– – 0.01% 322
2023
Q2 		$31.6K Hold
86
– – 0.01% 348
2023
Q1 		$30.8K Hold
86
– – 0.01% 350
2022
Q4 		$29.2K Sell
86
-1
-1% -$351 0.01% 347
2022
Q3 		$26K Hold
87
– – 0.01% 345
2022
Q2 		$40K Sell
87
-12
-12% -$5.85K 0.01% 288
2022
Q1 		$54K Hold
99
– – 0.01% 300
2021
Q4 		$65K Hold
99
– – 0.02% 264
2021
Q3 		$72K Sell
99
-2
-2% -$1.52K 0.02% 263
2021
Q2 		$72K Buy
101
+4
+4% +$2.69K 0.02% 266
2021
Q1 		$59K Buy
97
+8
+9% +$5K 0.02% 250
2020
Q4 		$54K Buy
+89
New +$56.7K 0.01% 251

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Lind Value II ApS
Lind Value II ApS Aarhus C, Denmark $655M AUM 42.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

SOA Wealth Advisors's CHTR Position: Q3 2026 in Review

SOA Wealth Advisors held its Charter Communications (CHTR) position steady in Q3 2026 at 69 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

SOA Wealth Advisors first reported a position in CHTR in Q4 2020 and has held it in 24 quarters since. The position peaked at $72K in Q3 2021. 644 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • SOA Wealth Advisors held 69 shares of Charter Communications worth $7.65K as of Q3 2026.
  • SOA Wealth Advisors left its Charter Communications share count unchanged in Q3 2026.
  • Charter Communications made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #630 holding.
  • SOA Wealth Advisors first reported a position in Charter Communications in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Charter Communications position peaked at $72K in Q3 2021.
  • 644 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.