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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
Q2 		$297K Buy
+2,086
New +$348K 0.1% 209
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 $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 $3.37T AUM 44.26% 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

Caerus Investment Advisors's CHTR Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Charter Communications (CHTR) in Q2 2026: 2,086 shares worth $297K. The stake represents 0.1% of the portfolio and ranks #209 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in CHTR as recently as Q4 2025.

Caerus Investment Advisors first reported a position in CHTR in Q3 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Caerus Investment Advisors held 2,086 shares of Charter Communications worth $297K as of Q2 2026.
  • Charter Communications was a new Caerus Investment Advisors position in Q2 2026.
  • Charter Communications made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #209 holding.
  • Caerus Investment Advisors first reported a position in Charter Communications in Q3 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.