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Caerus Investment Advisors’s Charter Communications CHTR Stock Holding History

Caerus 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
Q1 		– Sell
-1,019
Closed -$213K – 298
2025
Q4 		$213K Buy
1,019
+280
+38% +$63K 0.07% 298
2025
Q3 		$203K Buy
+739
New +$223K 0.08% 261

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caerus Investment Advisors's CHTR Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,019 shares — an estimated $213K sold.

Caerus Investment Advisors first reported a position in CHTR in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,019 Charter Communications shares in Q1 2026, an estimated $213K.
  • Caerus Investment Advisors first reported a position in Charter Communications in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Charter Communications position peaked at $213K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.