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Spire Wealth Management’s Charter Communications CHTR Stock Holding History

Spire 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 		$29.6K Buy
208
+47
+29% +$7.84K ﹤0.01% 1319
2026
Q1 		$34.8K Sell
161
-15
-9% -$3.25K ﹤0.01% 1274
2025
Q4 		$36.7K Buy
176
+26
+17% +$5.85K ﹤0.01% 1273
2025
Q3 		$41.3K Sell
150
-8
-5% -$2.42K ﹤0.01% 1300
2025
Q2 		$64.6K Buy
158
+1
+0.6% +$383 ﹤0.01% 1119
2025
Q1 		$57.9K Buy
157
+5
+3% +$1.79K ﹤0.01% 1229
2024
Q4 		$52K Buy
152
+2
+1% +$723 ﹤0.01% 1267
2024
Q3 		$48.6K Hold
150
– – ﹤0.01% 1144
2024
Q2 		$44.8K Sell
150
-8
-5% -$2.18K ﹤0.01% 1159
2024
Q1 		$45.9K Sell
158
-3
-2% -$964 ﹤0.01% 1246
2023
Q4 		$59.7K Hold
161
– – ﹤0.01% 1150
2023
Q3 		$70.8K Sell
161
-12
-7% -$4.99K ﹤0.01% 1051
2023
Q2 		$63.6K Buy
173
+3
+2% +$1.02K ﹤0.01% 1107
2023
Q1 		$60.8K Sell
170
-109
-39% -$40.7K ﹤0.01% 1123
2022
Q4 		$95K Sell
279
-114
-29% -$40.1K 0.01% 766
2022
Q3 		$119K Sell
393
-58
-13% -$24.8K 0.01% 653
2022
Q2 		$211K Sell
451
-108
-19% -$52.7K 0.01% 748
2022
Q1 		$305K Sell
559
-25,408
-98% -$14.9M 0.01% 722
2021
Q4 		$16.9M Buy
25,967
+762
+3% +$519K 0.38% 69
2021
Q3 		$18.4M Sell
25,205
-115
-0.5% -$87.3K 0.49% 47
2021
Q2 		$18.3M Sell
25,320
-364
-1% -$245K 0.49% 42
2021
Q1 		$15.8M Buy
+25,684
New +$16M 0.42% 57

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's CHTR Position: Q2 2026 in Review

Spire Wealth Management increased its Charter Communications (CHTR) stake by 29% in Q2 2026, buying an estimated $7.84K and bringing the position to 208 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Spire Wealth Management first reported a position in CHTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.4M in Q3 2021. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Spire Wealth Management held 208 shares of Charter Communications worth $29.6K as of Q2 2026.
  • Spire Wealth Management bought 47 Charter Communications shares in Q2 2026, an estimated $7.84K.
  • Charter Communications made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1319 holding.
  • Spire Wealth Management first reported a position in Charter Communications in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Charter Communications position peaked at $18.4M in Q3 2021.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.