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Bell Investment Advisors’s Charter Communications CHTR Stock Holding History

Bell Investment 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 		$2.28K Buy
16
+7
+78% +$1.17K ﹤0.01% 1295
2026
Q1 		$1.94K Sell
9
-10
-53% -$2.17K ﹤0.01% 1346
2025
Q4 		$3.97K Buy
19
+2
+12% +$450 ﹤0.01% 1069
2025
Q3 		$4.68K Buy
17
+1
+6% +$302 ﹤0.01% 966
2025
Q2 		$6.54K Buy
16
+4
+33% +$1.53K ﹤0.01% 854
2025
Q1 		$4.42K Sell
12
-1
-8% -$358 ﹤0.01% 976
2024
Q4 		$4.46K Buy
13
+3
+30% +$1.08K ﹤0.01% 975
2024
Q3 		$3.24K Buy
10
+2
+25% +$673 ﹤0.01% 1145
2024
Q2 		$2.39K Sell
8
-5
-38% -$1.36K ﹤0.01% 1278
2024
Q1 		$3.78K Sell
13
-3
-19% -$964 ﹤0.01% 1063
2023
Q4 		$6.22K Sell
16
-1
-6% -$408 ﹤0.01% 763
2023
Q3 		$7.48K Sell
17
-3
-15% -$1.25K ﹤0.01% 617
2023
Q2 		$7.35K Sell
20
-3
-13% -$1.02K ﹤0.01% 628
2023
Q1 		$8.23K Buy
23
+3
+15% +$1.12K ﹤0.01% 556
2022
Q4 		$6.78K Sell
20
-6
-23% -$2.11K ﹤0.01% 655
2022
Q3 		$8K Sell
26
-12
-32% -$5.13K ﹤0.01% 478
2022
Q2 		$18K Buy
+38
New +$18.5K 0.01% 279
2021
Q4 		$13K Sell
20
-27
-57% -$18.4K ﹤0.01% 404
2021
Q3 		$34K Buy
+47
New +$35.7K 0.01% 192

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

Bell Investment Advisors's CHTR Position: Q2 2026 in Review

Bell Investment Advisors increased its Charter Communications (CHTR) stake by 78% in Q2 2026, buying an estimated $1.17K and bringing the position to 16 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Bell Investment Advisors first reported a position in CHTR in Q3 2021 and has held it in 19 quarters since. The position peaked at $34K in Q3 2021. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Bell Investment Advisors held 16 shares of Charter Communications worth $2.28K as of Q2 2026.
  • Bell Investment Advisors bought 7 Charter Communications shares in Q2 2026, an estimated $1.17K.
  • Charter Communications made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1295 holding.
  • Bell Investment Advisors first reported a position in Charter Communications in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Charter Communications position peaked at $34K in Q3 2021.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.