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Beverly Hills Private Wealth’s Charter Communications CHTR Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,539
Closed -$321K – 356
2025
Q4 		$321K Buy
+1,539
New +$346K 0.06% 244

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beverly Hills Private Wealth's CHTR Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,539 shares — an estimated $321K sold.

Beverly Hills Private Wealth first reported a position in CHTR in Q4 2025 and held it in 1 quarter. The position peaked at $321K in Q4 2025. 791 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Beverly Hills Private Wealth reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,539 Charter Communications shares in Q1 2026, an estimated $321K.
  • Beverly Hills Private Wealth first reported a position in Charter Communications in Q4 2025 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Charter Communications position peaked at $321K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.