Bruce G. Allen Investments’s Charter Communications CHTR Stock Holding History

Bruce G. Allen Investments’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	$6.48K	Buy	30 +12	+67%	+$2.6K	﹤0.01%	533
2025 Q4	$3.76K	Sell	18 -8	-31%	-$1.8K	﹤0.01%	601
2025 Q3	$7.15K	Sell	26 -19	-42%	-$5.74K	0.01%	513
2025 Q2	$18.4K	Sell	45 -2	-4%	-$766	0.01%	407
2025 Q1	$17.3K	Sell	47 -1	-2%	-$358	0.01%	392
2024 Q4	$16.5K	Buy	48 +5	+12%	+$1.81K	0.01%	407
2024 Q3	$13.9K	Hold	43	–	–	0.01%	435
2024 Q2	$12.9K	Buy	43 +41	+2,050%	+$11.2K	0.01%	430
2024 Q1	$581	Sell	2 -1	-33%	-$321	﹤0.01%	840
2023 Q4	$1.17K	Buy	+3	New	+$1.22K	﹤0.01%	817

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bruce G. Allen Investments's CHTR Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Charter Communications (CHTR) stake by 67% in Q1 2026, buying an estimated $2.6K and bringing the position to 30 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Bruce G. Allen Investments first reported a position in CHTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.4K in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Bruce G. Allen Investments held 30 shares of Charter Communications worth $6.48K as of Q1 2026.
Bruce G. Allen Investments bought 12 Charter Communications shares in Q1 2026, an estimated $2.6K.
Charter Communications made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #533 holding.
Bruce G. Allen Investments first reported a position in Charter Communications in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Charter Communications position peaked at $18.4K in Q2 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.