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Bartlett & Co Wealth Management’s Charter Communications CHTR Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		$7.82K Buy
55
+10
+22% +$1.67K ﹤0.01% 1028
2026
Q1 		$7.44K Buy
45
+2
+5% +$433 ﹤0.01% 965
2025
Q4 		$8.98K Buy
43
+2
+5% +$450 ﹤0.01% 940
2025
Q3 		$11.3K Buy
41
+10
+32% +$3.02K ﹤0.01% 905
2025
Q2 		$12.7K Sell
31
-1
-3% -$383 ﹤0.01% 891
2025
Q1 		$11.8K Buy
32
+1
+3% +$358 ﹤0.01% 900
2024
Q4 		$10.6K Sell
31
-3
-9% -$1.08K ﹤0.01% 906
2024
Q3 		$11K Hold
34
– – ﹤0.01% 903
2024
Q2 		$10.2K Sell
34
-285
-89% -$77.8K ﹤0.01% 915
2024
Q1 		$92.7K Hold
319
– – ﹤0.01% 569
2023
Q4 		$125K Hold
319
– – ﹤0.01% 544
2023
Q3 		$140K Hold
319
– – ﹤0.01% 493
2023
Q2 		$117K Hold
319
– – ﹤0.01% 524
2023
Q1 		$114K Hold
319
– – ﹤0.01% 448
2022
Q4 		$108K Sell
319
-5
-2% -$1.76K ﹤0.01% 461
2022
Q3 		$98.3K Sell
324
-3
-0.9% -$1.28K ﹤0.01% 460
2022
Q2 		$153K Buy
327
+5
+2% +$2.44K ﹤0.01% 404
2022
Q1 		$176K Hold
322
– – ﹤0.01% 401
2021
Q4 		$210K Buy
322
+34
+12% +$23.1K ﹤0.01% 388
2021
Q3 		$210K Hold
288
– – ﹤0.01% 328
2021
Q2 		$208K Hold
288
– – ﹤0.01% 329
2021
Q1 		$178K Sell
288
-4
-1% -$2.5K ﹤0.01% 337
2020
Q4 		$193K Buy
292
+4
+1% +$2.55K ﹤0.01% 332
2020
Q3 		$180K Hold
288
– – ﹤0.01% 320
2020
Q2 		$147K Hold
288
– – ﹤0.01% 341
2020
Q1 		$126K Buy
288
+3
+1% +$1.47K ﹤0.01% 341
2019
Q4 		$138K Hold
285
– – ﹤0.01% 373
2019
Q3 		$117K Sell
285
-5
-2% -$2.02K ﹤0.01% 382
2019
Q2 		$115K Buy
+290
New +$109K ﹤0.01% 313

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's CHTR Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Charter Communications (CHTR) stake by 22% in Q2 2026, buying an estimated $1.67K and bringing the position to 55 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Bartlett & Co Wealth Management first reported a position in CHTR in Q2 2019 and has held it in 29 quarters since. The position peaked at $210K in Q4 2021. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Bartlett & Co Wealth Management held 55 shares of Charter Communications worth $7.82K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 10 Charter Communications shares in Q2 2026, an estimated $1.67K.
  • Charter Communications made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • Bartlett & Co Wealth Management first reported a position in Charter Communications in Q2 2019 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Charter Communications position peaked at $210K in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.