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Cape Investment Advisory’s Charter Communications CHTR Stock Holding History

Cape Investment Advisory’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
Q3 		$333 Buy
+3
New +$418 ﹤0.01% 1424
2025
Q1 		– Sell
-1
Closed -$343 – 1148
2024
Q4 		$343 Buy
+1
New +$362 ﹤0.01% 1030

Other funds holding CHTR

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cape Investment Advisory's CHTR Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in Charter Communications (CHTR) in Q3 2026: 3 shares worth $333. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CHTR as recently as Q4 2024.

Cape Investment Advisory first reported a position in CHTR in Q4 2024 and has held it in 2 quarters since. The position peaked at $343 in Q4 2024. 75 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Cape Investment Advisory held 3 shares of Charter Communications worth $333 as of Q3 2026.
  • Charter Communications was a new Cape Investment Advisory position in Q3 2026.
  • Charter Communications made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1424 holding.
  • Cape Investment Advisory first reported a position in Charter Communications in Q4 2024 and has held it in 2 quarters since.
  • Cape Investment Advisory's Charter Communications position peaked at $343 in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.