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 Q2	$2.56M	Sell	18,025 -1,869	-9%	-$312K	0.05%	324
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 $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

Callan Family Office's CHTR Position: Q2 2026 in Review

Callan Family Office reduced its Charter Communications (CHTR) stake by 9.4% in Q2 2026, selling an estimated $312K and leaving 18,025 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #324.

Callan Family Office first reported a position in CHTR in Q1 2023 and has held it in 8 quarters since. The position peaked at $8.21M in Q2 2025. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Callan Family Office held 18,025 shares of Charter Communications worth $2.56M as of Q2 2026.
Callan Family Office sold 1,869 Charter Communications shares in Q2 2026, an estimated $312K.
Charter Communications made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #324 holding.
Callan Family Office first reported a position in Charter Communications in Q1 2023 and has held it in 8 quarters since.
Callan Family Office's Charter Communications position peaked at $8.21M in Q2 2025.
787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.