Rothwell Investment Advisors, LLC’s Charter Communications CHTR Stock Holding History

Rothwell Investment Advisors, 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	$1.17K	Buy	+11	New	+$1.53K	﹤0.01%	1067

Other funds holding CHTR

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CHTR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Charter Communications (CHTR) in Q3 2026: 11 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings.

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

Rothwell Investment Advisors, LLC held 11 shares of Charter Communications worth $1.17K as of Q3 2026.
Charter Communications was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Charter Communications made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1067 holding.
367 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.