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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
Q2 		$5.26K Buy
37
+7
+23% +$1.17K ﹤0.01% 563
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
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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's CHTR Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Charter Communications (CHTR) stake by 23% in Q2 2026, buying an estimated $1.17K and bringing the position to 37 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Bruce G. Allen Investments first reported a position in CHTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.4K in Q2 2025. 789 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Bruce G. Allen Investments held 37 shares of Charter Communications worth $5.26K as of Q2 2026.
  • Bruce G. Allen Investments bought 7 Charter Communications shares in Q2 2026, an estimated $1.17K.
  • Charter Communications made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #563 holding.
  • Bruce G. Allen Investments first reported a position in Charter Communications in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Charter Communications position peaked at $18.4K in Q2 2025.
  • 789 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.