Superior Planning, LLC’s Charter Communications CHTR Stock Holding History

Superior Planning, LLC’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	$25.6K	Buy	+231	New	+$32.2K	0.01%	605

Other funds holding CHTR

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return

First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

Superior Planning, LLC's CHTR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Charter Communications (CHTR) in Q3 2026: 231 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #605 among its holdings.

534 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Superior Planning, LLC held 231 shares of Charter Communications worth $25.6K as of Q3 2026.
Charter Communications was a new Superior Planning, LLC position in Q3 2026.
Charter Communications made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #605 holding.
534 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.