Callan Family Office’s Charter Communications CHTR Stock Holding History

Callan Family Office’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	$4.29M	Buy	19,894 +12,974	+187%	+$2.81M	0.1%	213
2025 Q4	$1.44M	Sell	6,920 -11,820	-63%	-$2.66M	0.03%	437
2025 Q3	$5.16M	Sell	18,740 -1,351	-7%	-$408K	0.16%	144
2025 Q2	$8.21M	Buy	20,091 +13,873	+223%	+$5.31M	0.26%	79
2025 Q1	$2.29M	Buy	6,218 +790	+15%	+$283K	0.17%	118
2024 Q4	$1.86M	Buy	+5,428	New	+$1.96M	0.12%	164
2023 Q2	–	Sell	-2,756	Closed	-$986K	–	119
2023 Q1	$986K	Buy	+2,756	New	+$1.03M	0.24%	61

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

Callan Family Office's CHTR Position: Q1 2026 in Review

Callan Family Office increased its Charter Communications (CHTR) stake by 187% in Q1 2026, buying an estimated $2.81M and bringing the position to 19,894 shares worth $4.29M. The position accounts for 0.1% of the portfolio, ranked #213.

Callan Family Office first reported a position in CHTR in Q1 2023 and has held it in 7 quarters since. The position peaked at $8.21M in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Callan Family Office held 19,894 shares of Charter Communications worth $4.29M as of Q1 2026.
Callan Family Office bought 12,974 Charter Communications shares in Q1 2026, an estimated $2.81M.
Charter Communications made up 0.1% of Callan Family Office's portfolio in Q1 2026, its #213 holding.
Callan Family Office first reported a position in Charter Communications in Q1 2023 and has held it in 7 quarters since.
Callan Family Office's Charter Communications position peaked at $8.21M in Q2 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.