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 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

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

True Wealth Design's CHTR Position: Q2 2026 in Review

True Wealth Design increased its Charter Communications (CHTR) stake by 1,748% in Q2 2026, buying an estimated $169K and bringing the position to 1,072 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #156.

True Wealth Design first reported a position in CHTR in Q4 2022 and has held it in 15 quarters since. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

True Wealth Design held 1,072 shares of Charter Communications worth $152K as of Q2 2026.
True Wealth Design bought 1,014 Charter Communications shares in Q2 2026, an estimated $169K.
Charter Communications made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #156 holding.
True Wealth Design first reported a position in Charter Communications in Q4 2022 and has held it in 15 quarters since.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.