Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Charter Communications CHTR Stock Holding History

Cambridge Investment Research 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 		$2.93M Buy
20,585
+7,271
+55% +$1.21M 0.01% 1300
2026
Q1 		$2.87M Buy
13,314
+1,543
+13% +$334K 0.01% 1309
2025
Q4 		$2.46M Buy
11,771
+2,488
+27% +$560K 0.01% 1366
2025
Q3 		$2.55M Buy
9,283
+6,709
+261% +$2.03M 0.01% 1323
2025
Q2 		$1.05M Sell
2,574
-95
-4% -$36.4K ﹤0.01% 1903
2025
Q1 		$984K Sell
2,669
-197
-7% -$70.5K ﹤0.01% 1879
2024
Q4 		$983K Sell
2,866
-425
-13% -$154K ﹤0.01% 1893
2024
Q3 		$1.07M Sell
3,291
-2,154
-40% -$724K ﹤0.01% 1812
2024
Q2 		$1.63M Buy
5,445
+501
+10% +$137K 0.01% 1434
2024
Q1 		$1.44M Buy
4,944
+133
+3% +$42.8K 0.01% 1478
2023
Q4 		$1.87M Buy
4,811
+158
+3% +$64.4K 0.01% 1244
2023
Q3 		$2.05M Sell
4,653
-7,812
-63% -$3.25M 0.01% 1125
2023
Q2 		$4.58M Buy
12,465
+10,061
+419% +$3.43M 0.02% 708
2023
Q1 		$860K Buy
2,404
+741
+45% +$277K ﹤0.01% 1673
2022
Q4 		$564K Buy
1,663
+599
+56% +$210K ﹤0.01% 1919
2022
Q3 		$323K Buy
1,064
+5
+0.5% +$2.14K ﹤0.01% 2301
2022
Q2 		$496K Sell
1,059
-54
-5% -$26.3K ﹤0.01% 1965
2022
Q1 		$607K Sell
1,113
-4
-0.4% -$2.35K ﹤0.01% 1941
2021
Q4 		$728K Sell
1,117
-335
-23% -$228K ﹤0.01% 1803
2021
Q3 		$1.06M Buy
1,452
+16
+1% +$12.1K 0.01% 1473
2021
Q2 		$1.04M Buy
1,436
+217
+18% +$146K 0.01% 1509
2021
Q1 		$752K Sell
1,219
-16
-1% -$10K ﹤0.01% 1622
2020
Q4 		$817K Sell
1,235
-61
-5% -$38.8K ﹤0.01% 1441
2020
Q3 		$809K Sell
1,296
-15
-1% -$8.85K 0.01% 1306
2020
Q2 		$669K Buy
1,311
+107
+9% +$54.3K 0.01% 1375
2020
Q1 		$525K Sell
1,204
-99
-8% -$48.4K 0.01% 1334
2019
Q4 		$632K Buy
1,303
+123
+10% +$56.6K ﹤0.01% 1425
2019
Q3 		$486K Buy
1,180
+145
+14% +$58.5K ﹤0.01% 1517
2019
Q2 		$409K Sell
1,035
-163
-14% -$61.1K ﹤0.01% 1560
2019
Q1 		$416K Sell
1,198
-1,163
-49% -$383K ﹤0.01% 1600
2018
Q4 		$673K Buy
2,361
+117
+5% +$36.7K 0.01% 1153
2018
Q3 		$731K Buy
2,244
+200
+10% +$61K 0.01% 1218
2018
Q2 		$599K Buy
2,044
+692
+51% +$199K 0.01% 1310
2018
Q1 		$421K Buy
1,352
+280
+26% +$98.4K ﹤0.01% 1445
2017
Q4 		$360K Sell
1,072
-674
-39% -$229K ﹤0.01% 1527
2017
Q3 		$634K Buy
1,746
+75
+4% +$27.9K 0.01% 1107
2017
Q2 		$563K Buy
1,671
+543
+48% +$181K 0.01% 1124
2017
Q1 		$369K Sell
1,128
-422
-27% -$134K 0.01% 1245
2016
Q4 		$446K Sell
1,550
-95
-6% -$25.6K 0.01% 1065
2016
Q3 		$444K Sell
1,645
-115
-7% -$29.1K 0.01% 1102
2016
Q2 		$402K Buy
+1,760
New +$378K 0.01% 1040

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors's CHTR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Charter Communications (CHTR) stake by 55% in Q2 2026, buying an estimated $1.21M and bringing the position to 20,585 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #1300.

Cambridge Investment Research Advisors first reported a position in CHTR in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.58M in Q2 2023. 162 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Cambridge Investment Research Advisors held 20,585 shares of Charter Communications worth $2.93M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 7,271 Charter Communications shares in Q2 2026, an estimated $1.21M.
  • Charter Communications made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1300 holding.
  • Cambridge Investment Research Advisors first reported a position in Charter Communications in Q2 2016 and has held it in 41 quarters since.
  • Cambridge Investment Research Advisors's Charter Communications position peaked at $4.58M in Q2 2023.
  • 162 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.