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Chicago Partners Investment Group’s Charter Communications CHTR Stock Holding History

Chicago Partners Investment Group’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 		$455K Buy
3,600
+2,659
+283% +$444K 0.01% 1048
2026
Q1 		$228K Sell
941
-174
-16% -$37.7K 0.01% 1270
2025
Q4 		$214K Sell
1,115
-40
-3% -$9K 0.01% 1206
2025
Q3 		$287K Buy
1,155
+391
+51% +$118K 0.01% 975
2025
Q2 		$304K Buy
764
+42
+6% +$16.1K 0.01% 828
2025
Q1 		$292K Sell
722
-50
-6% -$17.9K 0.01% 697
2024
Q4 		$270K Sell
772
-7
-0.9% -$2.53K 0.01% 698
2024
Q3 		$259K Sell
779
-116
-13% -$39K 0.01% 667
2024
Q2 		$343K Buy
895
+35
+4% +$9.55K 0.01% 555
2024
Q1 		$229K Buy
860
+2
+0.2% +$643 0.01% 656
2023
Q4 		$319K Sell
858
-10
-1% -$4.08K 0.01% 529
2023
Q3 		$373K Buy
868
+85
+11% +$35.3K 0.02% 467
2023
Q2 		$328K Sell
783
-25
-3% -$8.53K 0.02% 509
2023
Q1 		$267K Sell
808
-632
-44% -$236K 0.02% 533
2022
Q4 		$580K Buy
1,440
+597
+71% +$210K 0.04% 340
2022
Q3 		$298K Sell
843
-46
-5% -$19.7K 0.02% 436
2022
Q2 		$384K Sell
889
-3
-0.3% -$1.46K 0.03% 385
2022
Q1 		$419K Buy
892
+2
+0.2% +$1.17K 0.03% 356
2021
Q4 		$541K Sell
890
-18
-2% -$12.3K 0.04% 319
2021
Q3 		$630K Buy
908
+39
+4% +$29.6K 0.04% 294
2021
Q2 		$634K Buy
+869
New +$585K 0.05% 286
2018
Q4 		– Sell
-441
Closed -$133K – 430
2018
Q3 		$133K Buy
441
+97
+28% +$29.6K 0.02% 358
2018
Q2 		$101K Buy
344
+247
+255% +$71K 0.02% 389
2018
Q1 		$30K Hold
97
– – 0.01% 540
2017
Q4 		$33K Hold
97
– – 0.01% 520
2017
Q3 		$35K Sell
97
-97
-50% -$36.1K 0.01% 494
2017
Q2 		$61K Buy
+194
New +$64.7K 0.02% 350
2015
Q2 		– Sell
-1,871
Closed -$94K – 446
2015
Q1 		$94K Buy
1,871
+1,265
+209% +$219K 0.04% 185
2014
Q4 		$30K Buy
+606
New +$95.8K 0.01% 259

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

Chicago Partners Investment Group's CHTR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Charter Communications (CHTR) stake by 283% in Q2 2026, buying an estimated $444K and bringing the position to 3,600 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #1048.

Chicago Partners Investment Group first reported a position in CHTR in Q4 2014 and has held it in 29 quarters since. The position peaked at $634K in Q2 2021. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Chicago Partners Investment Group held 3,600 shares of Charter Communications worth $455K as of Q2 2026.
  • Chicago Partners Investment Group bought 2,659 Charter Communications shares in Q2 2026, an estimated $444K.
  • Charter Communications made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1048 holding.
  • Chicago Partners Investment Group first reported a position in Charter Communications in Q4 2014 and has held it in 29 quarters since.
  • Chicago Partners Investment Group's Charter Communications position peaked at $634K in Q2 2021.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.