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Triumph Capital Management’s Charter Communications CHTR Stock Holding History

Triumph Capital 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 		– Sell
-1
Closed -$216 – 1869
2026
Q1 		$216 Sell
1
-1
-50% -$217 ﹤0.01% 1760
2025
Q4 		$418 Buy
+2
New +$450 ﹤0.01% 1668

Other funds holding CHTR

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Triumph Capital Management's CHTR Position: Q2 2026 in Review

Triumph Capital Management sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1 share — an estimated $216 sold.

Triumph Capital Management first reported a position in CHTR in Q4 2025 and held it in 2 quarters. The position peaked at $418 in Q4 2025. 109 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Triumph Capital Management reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
  • Triumph Capital Management sold 1 Charter Communications share in Q2 2026, an estimated $216.
  • Triumph Capital Management first reported a position in Charter Communications in Q4 2025 and held it in 2 quarters.
  • Triumph Capital Management's Charter Communications position peaked at $418 in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.