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Clearstead Advisors’s Charter Communications CHTR Stock Holding History

Clearstead 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 		$112K Buy
791
+412
+109% +$68.8K ﹤0.01% 1252
2026
Q1 		$81.8K Sell
379
-199
-34% -$43.1K ﹤0.01% 1185
2025
Q4 		$121K Sell
578
-2,438
-81% -$548K ﹤0.01% 1073
2025
Q3 		$830K Buy
3,016
+627
+26% +$189K 0.01% 507
2025
Q2 		$977K Buy
2,389
+667
+39% +$255K 0.01% 452
2025
Q1 		$635K Buy
1,722
+2
+0.1% +$715 0.01% 523
2024
Q4 		$589K Sell
1,720
-639
-27% -$231K 0.01% 529
2024
Q3 		$765K Sell
2,359
-70
-3% -$23.5K 0.01% 478
2024
Q2 		$726K Buy
2,429
+27
+1% +$7.37K 0.01% 462
2024
Q1 		$660K Buy
2,402
+339
+16% +$109K 0.03% 278
2023
Q4 		$802K Sell
2,063
-48
-2% -$19.6K 0.04% 248
2023
Q3 		$928K Buy
2,111
+493
+30% +$205K 0.06% 209
2023
Q2 		$594K Buy
1,618
+1,142
+240% +$390K 0.04% 270
2023
Q1 		$170K Sell
476
-50
-10% -$18.7K 0.01% 416
2022
Q4 		$178K Hold
526
– – 0.01% 398
2022
Q3 		$160K Sell
526
-90
-15% -$38.5K 0.01% 397
2022
Q2 		$289K Buy
616
+5
+0.8% +$2.44K 0.02% 327
2022
Q1 		$333K Buy
611
+248
+68% +$146K 0.02% 327
2021
Q4 		$237K Sell
363
-94
-21% -$64K 0.02% 362
2021
Q3 		$332K Buy
457
+85
+23% +$64.5K 0.02% 297
2021
Q2 		$268K Buy
372
+1
+0.3% +$673 0.02% 307
2021
Q1 		$229K Buy
371
+10
+3% +$6.25K 0.02% 315
2020
Q4 		$239K Hold
361
– – 0.02% 293
2020
Q3 		$225K Hold
361
– – 0.02% 267
2020
Q2 		$184K Hold
361
– – 0.02% 277
2020
Q1 		$158K Buy
+361
New +$177K 0.02% 266
2017
Q4 		– Sell
-634
Closed -$230K – 229
2017
Q3 		$230K Sell
634
-5
-0.8% -$1.86K 0.03% 222
2017
Q2 		$215K Sell
639
-24
-4% -$8.01K 0.03% 221
2017
Q1 		$217K Buy
+663
New +$211K 0.03% 207

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

Clearstead Advisors's CHTR Position: Q2 2026 in Review

Clearstead Advisors increased its Charter Communications (CHTR) stake by 109% in Q2 2026, buying an estimated $68.8K and bringing the position to 791 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Clearstead Advisors first reported a position in CHTR in Q1 2017 and has held it in 29 quarters since. The position peaked at $977K in Q2 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Clearstead Advisors held 791 shares of Charter Communications worth $112K as of Q2 2026.
  • Clearstead Advisors bought 412 Charter Communications shares in Q2 2026, an estimated $68.8K.
  • Charter Communications made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1252 holding.
  • Clearstead Advisors first reported a position in Charter Communications in Q1 2017 and has held it in 29 quarters since.
  • Clearstead Advisors's Charter Communications position peaked at $977K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.