Covestor
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Covestor’s Charter Communications CHTR Stock Holding History

Covestor’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
Q3 		$82K Buy
735
+336
+84% +$46.8K 0.05% 455
2026
Q2 		$57K Buy
399
+33
+9% +$5.51K 0.03% 724
2026
Q1 		$79K Sell
366
-113
-24% -$24.5K 0.05% 401
2025
Q4 		$100K Buy
479
+197
+70% +$44.3K 0.05% 577
2025
Q3 		$78K Sell
282
-36
-11% -$10.9K 0.04% 699
2025
Q2 		$130K Sell
318
-24
-7% -$9.19K 0.08% 400
2025
Q1 		$127K Sell
342
-41
-11% -$14.7K 0.08% 354
2024
Q4 		$132K Sell
383
-25
-6% -$9.04K 0.08% 351
2024
Q3 		$133K Sell
408
-22
-5% -$7.4K 0.08% 363
2024
Q2 		$129K Buy
430
+48
+13% +$13.1K 0.08% 352
2024
Q1 		$111K Buy
382
+330
+635% +$106K 0.07% 471
2023
Q4 		$20K Sell
52
-167
-76% -$68.1K 0.01% 1194
2023
Q3 		$96K Buy
219
+56
+34% +$23.3K 0.07% 436
2023
Q2 		$60K Buy
163
+111
+213% +$37.9K 0.05% 701
2023
Q1 		$19K Sell
52
-21
-29% -$7.84K 0.02% 1016
2022
Q4 		$25K Sell
73
-136
-65% -$47.8K 0.02% 965
2022
Q3 		$63K Sell
209
-148
-41% -$63.3K 0.06% 596
2022
Q2 		$167K Buy
357
+15
+4% +$7.31K 0.13% 161
2022
Q1 		$187K Buy
342
+231
+208% +$136K 0.12% 173
2021
Q4 		$72K Buy
+111
New +$75.6K 0.1% 321

Other funds holding CHTR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Danske Bank
Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

Covestor's CHTR Position: Q3 2026 in Review

Covestor increased its Charter Communications (CHTR) stake by 84% in Q3 2026, buying an estimated $46.8K and bringing the position to 735 shares worth $82K. The position accounts for 0.05% of the portfolio, ranked #455.

Covestor first reported a position in CHTR in Q4 2021 and has held it in 20 quarters since. The position peaked at $187K in Q1 2022. 543 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Covestor held 735 shares of Charter Communications worth $82K as of Q3 2026.
  • Covestor bought 336 Charter Communications shares in Q3 2026, an estimated $46.8K.
  • Charter Communications made up 0.05% of Covestor's portfolio in Q3 2026, its #455 holding.
  • Covestor first reported a position in Charter Communications in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Charter Communications position peaked at $187K in Q1 2022.
  • 543 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.