Caldwell Sutter Capital’s Charter Communications CHTR Stock Holding History

Caldwell Sutter Capital’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	$853	Hold	6	–	–	﹤0.01%	862
2026 Q1	$1.29K	Hold	6	–	–	﹤0.01%	796
2025 Q4	$1.25K	Hold	6	–	–	﹤0.01%	789
2025 Q3	$1.65K	Hold	6	–	–	﹤0.01%	758
2025 Q2	$2.45K	Hold	6	–	–	﹤0.01%	699
2025 Q1	$2.21K	Sell	6 -7	-54%	-$2.5K	﹤0.01%	720
2024 Q4	$4.46K	Hold	13	–	–	﹤0.01%	652
2024 Q3	$4.21K	Hold	13	–	–	﹤0.01%	658
2024 Q2	$3.89K	Hold	13	–	–	﹤0.01%	663
2024 Q1	$3.78K	Hold	13	–	–	﹤0.01%	661
2023 Q4	$5.05K	Hold	13	–	–	﹤0.01%	629
2023 Q3	$5.72K	Hold	13	–	–	﹤0.01%	584
2023 Q2	$4.78K	Buy	13 +6	+86%	+$2.05K	﹤0.01%	614
2023 Q1	$2.5K	Hold	7	–	–	﹤0.01%	479
2022 Q4	$2.37K	Buy	+7	New	+$2.46K	﹤0.01%	299

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Sutter Capital's CHTR Position: Q2 2026 in Review

Caldwell Sutter Capital held its Charter Communications (CHTR) position steady in Q2 2026 at 6 shares worth $853. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Caldwell Sutter Capital first reported a position in CHTR in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.72K in Q3 2023. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Caldwell Sutter Capital held 6 shares of Charter Communications worth $853 as of Q2 2026.
Caldwell Sutter Capital left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #862 holding.
Caldwell Sutter Capital first reported a position in Charter Communications in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Charter Communications position peaked at $5.72K in Q3 2023.
787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.