Creative Planning’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-200
Closed -$1K 2070
2018
Q1
$1K Buy
+200
New +$70.3K ﹤0.01% 2006
2016
Q4
Sell
-500
Closed -$13K 4635
2016
Q3
$13K Buy
+500
New +$126K ﹤0.01% 3318

Other funds holding CHTR

Creative Planning's CHTR Position: Q1 2026 in Review

Creative Planning increased its Charter Communications (CHTR) stake by 21% in Q1 2026, buying an estimated $1.02M and bringing the position to 27,232 shares worth $5.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Creative Planning first reported a position in CHTR in Q1 2014 and has held it in 43 quarters since. The position peaked at $15.7M in Q1 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Creative Planning held 27,232 shares of Charter Communications worth $5.88M as of Q1 2026.
  • Creative Planning bought 4,707 Charter Communications shares in Q1 2026, an estimated $1.02M.
  • Charter Communications made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1071 holding.
  • Creative Planning first reported a position in Charter Communications in Q1 2014 and has held it in 43 quarters since.
  • Creative Planning's Charter Communications position peaked at $15.7M in Q1 2021.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.