Creative Financial Designs’s Charter Communications CHTR Stock Holding History

Creative Financial Designs’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	$1.51K	Hold	7	–	–	﹤0.01%	1822
2025 Q4	$1.46K	Buy	+7	New	+$1.57K	﹤0.01%	1735
2025 Q2	–	Sell	-2	Closed	-$737	–	2039
2025 Q1	$737	Buy	+2	New	+$715	﹤0.01%	1847
2017 Q1	–	Sell	-3	Closed	-$1K	–	732
2016 Q4	$1K	Buy	+3	New	+$808	﹤0.01%	637

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creative Financial Designs's CHTR Position: Q1 2026 in Review

Creative Financial Designs held its Charter Communications (CHTR) position steady in Q1 2026 at 7 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Creative Financial Designs first reported a position in CHTR in Q4 2016 and has held it in 4 quarters since. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Creative Financial Designs held 7 shares of Charter Communications worth $1.51K as of Q1 2026.
Creative Financial Designs left its Charter Communications share count unchanged in Q1 2026.
Charter Communications made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1822 holding.
Creative Financial Designs first reported a position in Charter Communications in Q4 2016 and has held it in 4 quarters since.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.