Winnow Wealth’s Charter Communications CHTR Stock Holding History

Winnow Wealth’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	$409K	Sell	3,686 -188	-5%	-$26.2K	0.27%	104
2026 Q2	$551K	Buy	3,874 +67	+2%	+$11.2K	0.37%	83
2026 Q1	$822K	Sell	3,807 -307	-7%	-$66.5K	0.63%	58
2025 Q4	$860K	Buy	4,114 +615	+18%	+$138K	0.64%	66
2025 Q3	$966K	Buy	3,499 +3,479	+17,395%	+$1.05M	0.76%	52
2025 Q2	$8.18K	Sell	20 -2,332	-99%	-$893K	0.01%	134
2025 Q1	$867K	Buy	2,352 +344	+17%	+$123K	0.8%	41
2024 Q4	$624K	Buy	+2,008	New	+$726K	0.62%	58

Other funds holding CHTR

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Winnow Wealth's CHTR Position: Q3 2026 in Review

Winnow Wealth reduced its Charter Communications (CHTR) stake by 4.9% in Q3 2026, selling an estimated $26.2K and leaving 3,686 shares worth $409K. The position accounts for 0.27% of the portfolio, ranked #104.

Winnow Wealth first reported a position in CHTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $966K in Q3 2025. 154 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Winnow Wealth held 3,686 shares of Charter Communications worth $409K as of Q3 2026.
Winnow Wealth sold 188 Charter Communications shares in Q3 2026, an estimated $26.2K.
Charter Communications made up 0.27% of Winnow Wealth's portfolio in Q3 2026, its #104 holding.
Winnow Wealth first reported a position in Charter Communications in Q4 2024 and has held it in 8 quarters since.
Winnow Wealth's Charter Communications position peaked at $966K in Q3 2025.
154 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.