BWA
CHTR icon

Basecamp Wealth Advisors’s Charter Communications CHTR Stock Holding History

Basecamp Wealth 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
Q2 		$50.2K Sell
353
-12
-3% -$2K 0.01% 534
2026
Q1 		$78.8K Sell
365
-12
-3% -$2.6K 0.02% 445
2025
Q4 		$78.7K Buy
+377
New +$84.8K 0.02% 428

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

Basecamp Wealth Advisors's CHTR Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Charter Communications (CHTR) stake by 3.3% in Q2 2026, selling an estimated $2K and leaving 353 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #534.

Basecamp Wealth Advisors first reported a position in CHTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $78.8K in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Basecamp Wealth Advisors held 353 shares of Charter Communications worth $50.2K as of Q2 2026.
  • Basecamp Wealth Advisors sold 12 Charter Communications shares in Q2 2026, an estimated $2K.
  • Charter Communications made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #534 holding.
  • Basecamp Wealth Advisors first reported a position in Charter Communications in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Charter Communications position peaked at $78.8K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.