Crestwood Advisors Group’s Charter Communications CHTR Stock Holding History

Crestwood Advisors Group’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 Q2	–	Sell	-1,041	Closed	-$225K	–	888
2026 Q1	$225K	Buy	+1,041	New	+$226K	﹤0.01%	693

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's CHTR Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1,041 shares — an estimated $225K sold.

Crestwood Advisors Group first reported a position in CHTR in Q1 2026 and held it in 1 quarter. The position peaked at $225K in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Crestwood Advisors Group reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Crestwood Advisors Group sold 1,041 Charter Communications shares in Q2 2026, an estimated $225K.
Crestwood Advisors Group first reported a position in Charter Communications in Q1 2026 and held it in 1 quarter.
Crestwood Advisors Group's Charter Communications position peaked at $225K in Q1 2026.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.