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Atria Investments’s Charter Communications CHTR Stock Holding History

Atria Investments’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 		$1.13M Buy
5,233
+2,729
+109% +$591K 0.01% 993
2025
Q4 		$523K Buy
2,504
+1,263
+102% +$284K 0.01% 1416
2025
Q3 		$341K Sell
1,241
-1,294
-51% -$391K ﹤0.01% 1648
2025
Q2 		$1.04M Buy
2,535
+550
+28% +$211K 0.01% 1019
2025
Q1 		$732K Buy
1,985
+913
+85% +$327K 0.01% 1141
2024
Q4 		$367K Sell
1,072
-49
-4% -$17.7K ﹤0.01% 1479
2024
Q3 		$363K Buy
1,121
+355
+46% +$119K ﹤0.01% 1507
2024
Q2 		$229K Buy
+766
New +$209K ﹤0.01% 1742
2021
Q3 		– Sell
-5,505
Closed -$3.97M – 788
2021
Q2 		$3.97M Sell
5,505
-1,921
-26% -$1.29M 0.08% 292
2021
Q1 		$4.58M Buy
+7,426
New +$4.64M 0.1% 229
2020
Q2 		– Sell
-2,408
Closed -$1.05M – 573
2020
Q1 		$1.05M Buy
2,408
+460
+24% +$225K 0.08% 221
2019
Q4 		$945K Buy
1,948
+1,131
+138% +$521K 0.03% 553
2019
Q3 		$337K Buy
817
+45
+6% +$18.2K 0.01% 684
2019
Q2 		$289K Sell
772
-325
-30% -$122K 0.01% 755
2019
Q1 		$381K Buy
+1,097
New +$361K 0.02% 610
2018
Q2 		– Sell
-1,214
Closed -$378K – 956
2018
Q1 		$378K Buy
1,214
+32
+3% +$11.3K 0.02% 604
2017
Q4 		$397K Sell
1,182
-2,060
-64% -$700K 0.02% 554
2017
Q3 		$1.18M Buy
3,242
+406
+14% +$151K 0.06% 277
2017
Q2 		$955K Buy
2,836
+97
+4% +$32.4K 0.06% 305
2017
Q1 		$897K Buy
2,739
+1,276
+87% +$406K 0.06% 282
2016
Q4 		$421K Buy
+1,463
New +$394K 0.03% 383
2016
Q3 		– Sell
-1,325
Closed -$314K – 551
2016
Q2 		$314K Buy
+1,325
New +$285K 0.03% 351
2013
Q3 		– Sell
-2,111
Closed -$261K – 450
2013
Q2 		$261K Buy
+2,111
New +$232K 0.03% 328

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

Atria Investments's CHTR Position: Q1 2026 in Review

Atria Investments increased its Charter Communications (CHTR) stake by 109% in Q1 2026, buying an estimated $591K and bringing the position to 5,233 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #993.

Atria Investments first reported a position in CHTR in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.58M in Q1 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Atria Investments held 5,233 shares of Charter Communications worth $1.13M as of Q1 2026.
  • Atria Investments bought 2,729 Charter Communications shares in Q1 2026, an estimated $591K.
  • Charter Communications made up 0.01% of Atria Investments's portfolio in Q1 2026, its #993 holding.
  • Atria Investments first reported a position in Charter Communications in Q2 2013 and has held it in 23 quarters since.
  • Atria Investments's Charter Communications position peaked at $4.58M in Q1 2021.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.