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 Q2	$9.81K	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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOA Wealth Advisors's CHTR Position: Q2 2026 in Review

SOA Wealth Advisors held its Charter Communications (CHTR) position steady in Q2 2026 at 69 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

SOA Wealth Advisors first reported a position in CHTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $72K in Q3 2021. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

SOA Wealth Advisors held 69 shares of Charter Communications worth $9.81K as of Q2 2026.
SOA Wealth Advisors left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #617 holding.
SOA Wealth Advisors first reported a position in Charter Communications in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Charter Communications position peaked at $72K in Q3 2021.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.