Cooper Financial Group’s Charter Communications CHTR Stock Holding History

Cooper Financial 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	–	Sell	-1,334	Closed	-$288K	–	458
2026 Q1	$288K	Buy	1,334 +356	+36%	+$77.1K	0.03%	338
2025 Q4	$204K	Sell	978 -127	-11%	-$28.6K	0.02%	373
2025 Q3	$304K	Sell	1,105 -155	-12%	-$46.8K	0.03%	299
2025 Q2	$515K	Buy	1,260 +28	+2%	+$10.7K	0.06%	232
2025 Q1	$454K	Buy	1,232 +107	+10%	+$38.3K	0.06%	248
2024 Q4	$386K	Buy	1,125 +120	+12%	+$43.4K	0.05%	268
2024 Q3	$326K	Buy	+1,005	New	+$338K	0.04%	303

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

Cooper Financial Group's CHTR Position: Q2 2026 in Review

Cooper Financial Group sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1,334 shares — an estimated $288K sold.

Cooper Financial Group first reported a position in CHTR in Q3 2024 and held it in 7 quarters. The position peaked at $515K in Q2 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Cooper Financial Group reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Cooper Financial Group sold 1,334 Charter Communications shares in Q2 2026, an estimated $288K.
Cooper Financial Group first reported a position in Charter Communications in Q3 2024 and held it in 7 quarters.
Cooper Financial Group's Charter Communications position peaked at $515K in Q2 2025.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.