Creative Planning
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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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.