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Beacon Pointe Advisors’s Charter Communications CHTR Stock Holding History

Beacon Pointe 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 		$523K Buy
2,424
+201
+9% +$43.5K ﹤0.01% 1274
2025
Q4 		$464K Buy
2,223
+248
+13% +$55.8K ﹤0.01% 1096
2025
Q3 		$543K Buy
1,975
+920
+87% +$278K ﹤0.01% 979
2025
Q2 		$431K Sell
1,055
-94
-8% -$36K ﹤0.01% 924
2025
Q1 		$423K Buy
1,149
+4
+0.3% +$1.43K ﹤0.01% 895
2024
Q4 		$392K Sell
1,145
-37
-3% -$13.4K ﹤0.01% 906
2024
Q3 		$383K Sell
1,182
-10
-0.8% -$3.36K ﹤0.01% 945
2024
Q2 		$356K Sell
1,192
-234
-16% -$63.9K ﹤0.01% 1000
2024
Q1 		$414K Buy
1,426
+12
+0.8% +$3.86K ﹤0.01% 988
2023
Q4 		$550K Sell
1,414
-166
-11% -$67.7K 0.01% 863
2023
Q3 		$695K Buy
1,580
+441
+39% +$183K 0.01% 747
2023
Q2 		$418K Sell
1,139
-124
-10% -$42.3K 0.01% 776
2023
Q1 		$452K Buy
1,263
+54
+4% +$20.2K 0.01% 796
2022
Q4 		$410K Buy
1,209
+116
+11% +$40.8K 0.01% 758
2022
Q3 		$333K Sell
1,093
-616
-36% -$264K 0.01% 767
2022
Q2 		$794K Sell
1,709
-292
-15% -$142K 0.02% 527
2022
Q1 		$1.09M Buy
2,001
+473
+31% +$278K 0.02% 592
2021
Q4 		$996K Sell
1,528
-238
-13% -$162K 0.03% 380
2021
Q3 		$1.28M Buy
1,766
+594
+51% +$451K 0.03% 371
2021
Q2 		$845K Buy
1,172
+714
+156% +$481K 0.03% 371
2021
Q1 		$281K Buy
458
+96
+27% +$60K 0.02% 398
2020
Q4 		$242K Buy
+362
New +$230K 0.02% 420

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

Beacon Pointe Advisors's CHTR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Charter Communications (CHTR) stake by 9% in Q1 2026, buying an estimated $43.5K and bringing the position to 2,424 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Beacon Pointe Advisors first reported a position in CHTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.28M in Q3 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Beacon Pointe Advisors held 2,424 shares of Charter Communications worth $523K as of Q1 2026.
  • Beacon Pointe Advisors bought 201 Charter Communications shares in Q1 2026, an estimated $43.5K.
  • Charter Communications made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1274 holding.
  • Beacon Pointe Advisors first reported a position in Charter Communications in Q4 2020 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Charter Communications position peaked at $1.28M in Q3 2021.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.