Allworth Financial’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $312K | Buy |
2,197
+1,361
| +163% | +$227K | ﹤0.01% | 1244 |
|
|
2026
Q1 | $180K | Buy |
836
+41
| +5% | +$8.88K | ﹤0.01% | 1473 |
|
|
2025
Q4 | $166K | Buy |
795
+14
| +2% | +$3.15K | ﹤0.01% | 1438 |
|
|
2025
Q3 | $215K | Buy |
781
+250
| +47% | +$75.5K | ﹤0.01% | 1265 |
|
|
2025
Q2 | $217K | Buy |
531
+248
| +88% | +$94.9K | ﹤0.01% | 1146 |
|
|
2025
Q1 | $94.8K | Buy |
283
+27
| +11% | +$9.66K | ﹤0.01% | 1255 |
|
|
2024
Q4 | $90.3K | Buy |
256
+36
| +16% | +$13K | ﹤0.01% | 1311 |
|
|
2024
Q3 | $71.2K | Buy |
220
+48
| +28% | +$16.1K | ﹤0.01% | 1231 |
|
|
2024
Q2 | $55K | Buy |
172
+1
| +0.6% | +$273 | ﹤0.01% | 1342 |
|
|
2024
Q1 | $49.8K | Sell |
171
-13
| -7% | -$4.18K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $71.6K | Sell |
184
-14
| -7% | -$5.71K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $87.2K | Buy |
198
+38
| +24% | +$15.8K | ﹤0.01% | 932 |
|
|
2023
Q2 | $58.9K | Sell |
160
-45
| -22% | -$15.4K | ﹤0.01% | 1070 |
|
|
2023
Q1 | $73.4K | Buy |
205
+35
| +21% | +$13.1K | ﹤0.01% | 952 |
|
|
2022
Q4 | $57.8K | Buy |
170
+39
| +30% | +$13.7K | ﹤0.01% | 962 |
|
|
2022
Q3 | $40K | Sell |
131
-71
| -35% | -$30.4K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $95K | Sell |
202
-126
| -38% | -$61.4K | ﹤0.01% | 730 |
|
|
2022
Q1 | $179K | Sell |
328
-24
| -7% | -$14.1K | ﹤0.01% | 570 |
|
|
2021
Q4 | $230K | Buy |
352
+79
| +29% | +$53.8K | ﹤0.01% | 501 |
|
|
2021
Q3 | $199K | Buy |
273
+182
| +200% | +$138K | ﹤0.01% | 484 |
|
|
2021
Q2 | $66K | Sell |
91
-4
| -4% | -$2.69K | ﹤0.01% | 556 |
|
|
2021
Q1 | $59K | Sell |
95
-36
| -27% | -$22.5K | ﹤0.01% | 537 |
|
|
2020
Q4 | $86K | Buy |
131
+8
| +7% | +$5.09K | ﹤0.01% | 391 |
|
|
2020
Q3 | $77K | Hold |
123
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $63K | Buy |
123
+8
| +7% | +$4.06K | ﹤0.01% | 379 |
|
|
2020
Q1 | $50K | Hold |
115
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $56K | Hold |
115
| – | – | ﹤0.01% | 350 |
|
|
2019
Q3 | $47K | Hold |
115
| – | – | ﹤0.01% | 333 |
|
|
2019
Q2 | $45K | Hold |
115
| – | – | ﹤0.01% | 337 |
|
|
2019
Q1 | $40K | Sell |
115
-1
| -0.9% | -$329 | ﹤0.01% | 350 |
|
|
2018
Q4 | $33K | Buy |
116
+71
| +158% | +$22.3K | ﹤0.01% | 338 |
|
|
2018
Q3 | $15K | Sell |
45
-6
| -12% | -$1.83K | ﹤0.01% | 479 |
|
|
2018
Q2 | $15K | Buy |
51
+7
| +16% | +$2.01K | ﹤0.01% | 450 |
|
|
2018
Q1 | $14K | Hold |
44
| – | – | ﹤0.01% | 427 |
|
|
2017
Q4 | $15K | Hold |
44
| – | – | ﹤0.01% | 418 |
|
|
2017
Q3 | $16K | Hold |
44
| – | – | ﹤0.01% | 395 |
|
|
2017
Q2 | $15K | Buy |
+44
| New | +$14.7K | ﹤0.01% | 416 |
|
|
2017
Q1 | – | Sell |
-44
| Closed | -$13K | – | 761 |
|
|
2016
Q4 | $13K | Sell |
44
-5
| -10% | -$1.35K | ﹤0.01% | 366 |
|
|
2016
Q3 | $13K | Buy |
49
+5
| +11% | +$1.26K | ﹤0.01% | 377 |
|
|
2016
Q2 | $10K | Buy |
+44
| New | +$9.46K | ﹤0.01% | 379 |
|
Other funds holding CHTR
Allworth Financial's CHTR Position: Q2 2026 in Review
Allworth Financial increased its Charter Communications (CHTR) stake by 163% in Q2 2026, buying an estimated $227K and bringing the position to 2,197 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.
Allworth Financial first reported a position in CHTR in Q2 2016 and has held it in 40 quarters since. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.
- Allworth Financial held 2,197 shares of Charter Communications worth $312K as of Q2 2026.
- Allworth Financial bought 1,361 Charter Communications shares in Q2 2026, an estimated $227K.
- Charter Communications made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1244 holding.
- Allworth Financial first reported a position in Charter Communications in Q2 2016 and has held it in 40 quarters since.
- 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.