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: Q2 2026 in Review

Creative Planning increased its Charter Communications (CHTR) stake by 109% in Q2 2026, buying an estimated $4.95M and bringing the position to 56,881 shares worth $8.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Creative Planning first reported a position in CHTR in Q1 2014 and has held it in 44 quarters since. The position peaked at $15.7M in Q1 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Creative Planning held 56,881 shares of Charter Communications worth $8.09M as of Q2 2026.
  • Creative Planning bought 29,649 Charter Communications shares in Q2 2026, an estimated $4.95M.
  • Charter Communications made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1037 holding.
  • Creative Planning first reported a position in Charter Communications in Q1 2014 and has held it in 44 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 Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.