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Affinity Investment Advisors’s Charter Communications CHTR Stock Holding History

Affinity Investment Advisors’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
Q1 		$875K Buy
4,054
+605
+18% +$131K 0.55% 63
2025
Q4 		$720K Buy
3,449
+1,571
+84% +$353K 0.48% 72
2025
Q3 		$517K Buy
1,878
+140
+8% +$42.3K 0.35% 80
2025
Q2 		$711K Buy
+1,738
New +$665K 0.54% 65

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Affinity Investment Advisors's CHTR Position: Q1 2026 in Review

Affinity Investment Advisors increased its Charter Communications (CHTR) stake by 18% in Q1 2026, buying an estimated $131K and bringing the position to 4,054 shares worth $875K. The position accounts for 0.55% of the portfolio, ranked #63.

Affinity Investment Advisors first reported a position in CHTR in Q2 2025 and has held it in 4 quarters since. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Affinity Investment Advisors held 4,054 shares of Charter Communications worth $875K as of Q1 2026.
  • Affinity Investment Advisors bought 605 Charter Communications shares in Q1 2026, an estimated $131K.
  • Charter Communications made up 0.55% of Affinity Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Affinity Investment Advisors first reported a position in Charter Communications in Q2 2025 and has held it in 4 quarters since.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.