TWD
CHTR icon

True Wealth Design’s Charter Communications CHTR Stock Holding History

True Wealth Design’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 		$69.9K Sell
630
-442
-41% -$61.5K 0.02% 393
2026
Q2 		$152K Buy
1,072
+1,014
+1,748% +$169K 0.04% 156
2026
Q1 		$12.5K Sell
58
-235
-80% -$50.9K ﹤0.01% 902
2025
Q4 		$61.2K Sell
293
-83
-22% -$18.7K 0.02% 284
2025
Q3 		$104K Buy
376
+364
+3,033% +$110K 0.03% 159
2025
Q2 		$5.06K Buy
12
+2
+20% +$766 ﹤0.01% 799
2025
Q1 		$3.83K Buy
10
+4
+67% +$1.43K ﹤0.01% 769
2024
Q4 		$2.19K Buy
6
+3
+100% +$1.08K ﹤0.01% 714
2024
Q3 		$973 Buy
3
+1
+50% +$336 ﹤0.01% 980
2024
Q2 		$598 Sell
2
-1
-33% -$273 ﹤0.01% 622
2024
Q1 		$872 Buy
3
+1
+50% +$321 ﹤0.01% 495
2023
Q4 		$778 Hold
2
– – ﹤0.01% 386
2023
Q3 		$880 Hold
2
– – ﹤0.01% 334
2023
Q2 		$735 Hold
2
– – ﹤0.01% 365
2023
Q1 		$716 Sell
2
-1
-33% -$374 ﹤0.01% 451
2022
Q4 		$1.02K Buy
+3
New +$1.05K ﹤0.01% 341

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

True Wealth Design's CHTR Position: Q3 2026 in Review

True Wealth Design reduced its Charter Communications (CHTR) stake by 41% in Q3 2026, selling an estimated $61.5K and leaving 630 shares worth $69.9K. The position accounts for 0.02% of the portfolio, ranked #393.

True Wealth Design first reported a position in CHTR in Q4 2022 and has held it in 16 quarters since. The position peaked at $152K in Q2 2026. 42 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • True Wealth Design held 630 shares of Charter Communications worth $69.9K as of Q3 2026.
  • True Wealth Design sold 442 Charter Communications shares in Q3 2026, an estimated $61.5K.
  • Charter Communications made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #393 holding.
  • True Wealth Design first reported a position in Charter Communications in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Charter Communications position peaked at $152K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.