Concord Wealth Partners’s Charter Communications CHTR Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-178	Closed	-$37.2K	–	294
2025 Q4	$37.2K	Sell	178 -1	-0.6%	-$225	﹤0.01%	365
2025 Q3	$49.2K	Sell	179 -1	-0.6%	-$302	0.01%	341
2025 Q2	$73.6K	Hold	180	–	–	0.01%	296
2025 Q1	$66.3K	Hold	180	–	–	0.01%	284
2024 Q4	$61.7K	Sell	180 -4	-2%	-$1.45K	0.01%	298
2024 Q3	$59.6K	Sell	184 -3	-2%	-$1.01K	0.01%	311
2024 Q2	$55.9K	Hold	187	–	–	0.01%	297
2024 Q1	$54.3K	Hold	187	–	–	0.01%	340
2023 Q4	$72.7K	Hold	187	–	–	0.01%	309
2023 Q3	$82.2K	Buy	+187	New	+$77.8K	0.02%	308
2023 Q1	–	Sell	-4	Closed	-$1.36K	–	1032
2022 Q4	$1.36K	Buy	+4	New	+$1.41K	﹤0.01%	1015
2021 Q2	–	Sell	-3	Closed	-$2K	–	1051
2021 Q1	$2K	Buy	+3	New	+$1.88K	﹤0.01%	809

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Concord Wealth Partners's CHTR Position: Q1 2026 in Review

Concord Wealth Partners sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 178 shares — an estimated $37.2K sold.

Concord Wealth Partners first reported a position in CHTR in Q1 2021 and held it in 12 quarters. The position peaked at $82.2K in Q3 2023. 791 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Concord Wealth Partners reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 178 Charter Communications shares in Q1 2026, an estimated $37.2K.
Concord Wealth Partners first reported a position in Charter Communications in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's Charter Communications position peaked at $82.2K in Q3 2023.
791 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.