Wealth Enhancement Advisory Services
CHTR icon

Wealth Enhancement Advisory Services’s Charter Communications CHTR Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.75M Buy
39,174
+31,472
+409% +$5.25M 0.01% 1043
2026
Q1 		$1.69M Sell
7,702
-5,231
-40% -$1.13M ﹤0.01% 1492
2025
Q4 		$2.72M Sell
12,933
-1,784
-12% -$401K ﹤0.01% 1342
2025
Q3 		$4.07M Buy
14,717
+10,455
+245% +$3.16M 0.01% 1049
2025
Q2 		$1.78M Buy
4,262
+369
+9% +$141K ﹤0.01% 1415
2025
Q1 		$1.43M Buy
3,893
+676
+21% +$242K ﹤0.01% 1413
2024
Q4 		$1.1M Sell
3,217
-33
-1% -$11.9K ﹤0.01% 1484
2024
Q3 		$1.05M Sell
3,250
-719
-18% -$242K ﹤0.01% 1365
2024
Q2 		$1.19M Sell
3,969
-1,849
-32% -$505K ﹤0.01% 1198
2024
Q1 		$1.69M Sell
5,818
-1,281
-18% -$412K ﹤0.01% 1011
2023
Q4 		$2.76M Sell
7,099
-1,146
-14% -$467K 0.01% 789
2023
Q3 		$3.63M Buy
8,245
+7,167
+665% +$2.98M 0.01% 667
2023
Q2 		$396K Sell
1,078
-14
-1% -$4.78K ﹤0.01% 384
2023
Q1 		$391K Buy
+1,092
New +$408K ﹤0.01% 411
2022
Q2 		– Sell
-8,942
Closed -$5.03M – 335
2022
Q1 		$5.03M Buy
8,942
+495
+6% +$291K 0.07% 135
2021
Q4 		$4.98M Buy
+8,447
New +$5.75M 0.07% 119
2021
Q2 		– Sell
-8,887
Closed -$5.45M – 271
2021
Q1 		$5.45M Buy
8,887
+269
+3% +$168K 0.1% 92
2020
Q4 		$5.42M Buy
8,618
+5,890
+216% +$3.75M 0.12% 69
2020
Q3 		$1.78M Sell
2,728
-1,981
-42% -$1.17M 0.05% 126
2020
Q2 		$2.66M Sell
4,709
-376
-7% -$191K 0.08% 98
2020
Q1 		$2.53M Buy
5,085
+1,539
+43% +$753K 0.09% 90
2019
Q4 		$1.72M Buy
+3,546
New +$1.63M 0.06% 125
2017
Q4 		– Sell
-3,378
Closed -$1.24M – 144
2017
Q3 		$1.24M Buy
3,378
+1,250
+59% +$465K 0.1% 85
2017
Q2 		$717K Buy
+2,128
New +$710K 0.07% 135

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
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
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's CHTR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Charter Communications (CHTR) stake by 409% in Q2 2026, buying an estimated $5.25M and bringing the position to 39,174 shares worth $4.75M. The position accounts for 0.01% of the portfolio, ranked #1043.

Wealth Enhancement Advisory Services first reported a position in CHTR in Q2 2017 and has held it in 24 quarters since. The position peaked at $5.45M in Q1 2021. 109 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 39,174 shares of Charter Communications worth $4.75M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 31,472 Charter Communications shares in Q2 2026, an estimated $5.25M.
  • Charter Communications made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1043 holding.
  • Wealth Enhancement Advisory Services first reported a position in Charter Communications in Q2 2017 and has held it in 24 quarters since.
  • Wealth Enhancement Advisory Services's Charter Communications position peaked at $5.45M in Q1 2021.
  • 109 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.