Center for Financial Planning’s Charter Communications CHTR Stock Holding History

Center for Financial Planning’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	–	Sell	-12	Closed	-$2.59K	–	668
2026 Q1	$2.59K	Buy	+12	New	+$2.6K	﹤0.01%	563
2024 Q2	–	Sell	-5	Closed	-$1.45K	–	590
2024 Q1	$1.45K	Buy	+5	New	+$1.61K	﹤0.01%	541
2022 Q3	–	Sell	-2	Closed	-$1K	–	644
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	492
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	493
2021 Q4	$1K	Buy	+2	New	+$1.36K	﹤0.01%	502
2021 Q2	–	Sell	-7	Closed	-$4K	–	503
2021 Q1	$4K	Hold	7	–	–	﹤0.01%	455
2020 Q4	$5K	Hold	7	–	–	﹤0.01%	395
2020 Q3	$4K	Hold	7	–	–	﹤0.01%	367
2020 Q2	$4K	Sell	7 -1	-13%	-$507	﹤0.01%	375
2020 Q1	$3K	Hold	8	–	–	﹤0.01%	455
2019 Q4	$4K	Buy	+8	New	+$3.68K	﹤0.01%	380

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

Center for Financial Planning's CHTR Position: Q2 2026 in Review

Center for Financial Planning sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 12 shares — an estimated $2.59K sold.

Center for Financial Planning first reported a position in CHTR in Q4 2019 and held it in 11 quarters. The position peaked at $5K in Q4 2020. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Center for Financial Planning reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Center for Financial Planning sold 12 Charter Communications shares in Q2 2026, an estimated $2.59K.
Center for Financial Planning first reported a position in Charter Communications in Q4 2019 and held it in 11 quarters.
Center for Financial Planning's Charter Communications position peaked at $5K in Q4 2020.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.