Benjamin Edwards Inc’s Charter Communications CHTR Stock Holding History

Benjamin Edwards Inc’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	$363K	Buy	2,552 +158	+7%	+$26.4K	﹤0.01%	1157
2026 Q1	$517K	Buy	2,394 +1,313	+121%	+$284K	0.01%	989
2025 Q4	$226K	Buy	+1,081	New	+$243K	﹤0.01%	1219

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin Edwards Inc's CHTR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Charter Communications (CHTR) stake by 6.6% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,552 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Benjamin Edwards Inc first reported a position in CHTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $517K in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Benjamin Edwards Inc held 2,552 shares of Charter Communications worth $363K as of Q2 2026.
Benjamin Edwards Inc bought 158 Charter Communications shares in Q2 2026, an estimated $26.4K.
Charter Communications made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1157 holding.
Benjamin Edwards Inc first reported a position in Charter Communications in Q4 2025 and has held it in 3 quarters since.
Benjamin Edwards Inc's Charter Communications position peaked at $517K in Q1 2026.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.