Cetera Investment Advisers
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Cetera Investment Advisers’s Charter Communications CHTR Stock Holding History

Cetera Investment Advisers’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 		$1.53M Sell
10,789
-778
-7% -$130K ﹤0.01% 2638
2026
Q1 		$2.5M Buy
11,567
+3,454
+43% +$748K ﹤0.01% 2079
2025
Q4 		$1.69M Sell
8,113
-2,004
-20% -$451K ﹤0.01% 2361
2025
Q3 		$2.78M Buy
10,117
+3,164
+46% +$956K ﹤0.01% 1890
2025
Q2 		$2.84M Buy
6,953
+393
+6% +$150K ﹤0.01% 1585
2025
Q1 		$2.42M Buy
6,560
+2,212
+51% +$791K ﹤0.01% 1616
2024
Q4 		$1.49M Sell
4,348
-222
-5% -$80.3K ﹤0.01% 1872
2024
Q3 		$1.48M Sell
4,570
-729
-14% -$245K ﹤0.01% 1824
2024
Q2 		$1.58M Sell
5,299
-2,100
-28% -$573K ﹤0.01% 1752
2024
Q1 		$2.15M Buy
7,399
+6,009
+432% +$1.93M 0.01% 1492
2023
Q4 		$540K Buy
1,390
+64
+5% +$26.1K ﹤0.01% 1451
2023
Q3 		$583K Buy
1,326
+157
+13% +$65.3K 0.01% 1343
2023
Q2 		$429K Buy
1,169
+104
+10% +$35.5K ﹤0.01% 1537
2023
Q1 		$381K Sell
1,065
-225
-17% -$84K ﹤0.01% 1571
2022
Q4 		$437K Buy
1,290
+577
+81% +$203K ﹤0.01% 1448
2022
Q3 		$216K Sell
713
-255
-26% -$109K ﹤0.01% 1457
2022
Q2 		$454K Buy
968
+108
+13% +$52.7K 0.01% 1152
2022
Q1 		$469K Buy
860
+37
+4% +$21.7K 0.01% 1200
2021
Q4 		$537K Buy
823
+40
+5% +$27.2K 0.01% 1139
2021
Q3 		$570K Sell
783
-26
-3% -$19.7K 0.01% 1064
2021
Q2 		$584K Buy
809
+62
+8% +$41.7K 0.01% 1035
2021
Q1 		$461K Sell
747
-305
-29% -$191K 0.01% 1025
2020
Q4 		$696K Buy
+1,052
New +$670K 0.01% 817

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Investment Advisers's CHTR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Charter Communications (CHTR) stake by 6.7% in Q2 2026, selling an estimated $130K and leaving 10,789 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Cetera Investment Advisers first reported a position in CHTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.84M in Q2 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Cetera Investment Advisers held 10,789 shares of Charter Communications worth $1.53M as of Q2 2026.
  • Cetera Investment Advisers sold 778 Charter Communications shares in Q2 2026, an estimated $130K.
  • Charter Communications made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2638 holding.
  • Cetera Investment Advisers first reported a position in Charter Communications in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Charter Communications position peaked at $2.84M in Q2 2025.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.