Creative Planning’s Charter Communications CHTR Stock Holding History

Creative Planning’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
2019 Q4	–	Sell	-2,000	Closed	-$12K	–	2018
2019 Q3	$12K	Hold	2,000	–	–	﹤0.01%	1887
2019 Q2	$15K	Buy	+2,000	New	+$749K	﹤0.01%	1907
2018 Q2	–	Sell	-200	Closed	-$5K	–	2071
2018 Q1	$5K	Buy	+200	New	+$70.3K	﹤0.01%	1958

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 $3.38T AUM 44.17% 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

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.