CVA Family Office’s Charter Communications CHTR Stock Holding History

CVA Family Office’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	$5.69K	Sell	40 -145	-78%	-$24.2K	﹤0.01%	1231
2026 Q1	$39.9K	Buy	185 +143	+340%	+$31K	﹤0.01%	651
2025 Q4	$8.77K	Buy	42 +3	+8%	+$675	﹤0.01%	820
2025 Q3	$10.7K	Sell	39 -149	-79%	-$45K	﹤0.01%	795
2025 Q2	$76.9K	Buy	188 +11	+6%	+$4.21K	0.01%	461
2025 Q1	$65.2K	Buy	177 +5	+3%	+$1.79K	0.01%	475
2024 Q4	$59K	Buy	172 +25	+17%	+$9.04K	0.01%	489
2024 Q3	$47.6K	Buy	147 +35	+31%	+$11.8K	0.01%	521
2024 Q2	$33.5K	Buy	112 +110	+5,500%	+$30K	0.01%	564
2024 Q1	$581	Sell	2 -53	-96%	-$17K	﹤0.01%	1025
2023 Q4	$21.4K	Buy	+55	New	+$22.4K	﹤0.01%	611
2023 Q3	–	Sell	-55	Closed	-$20.2K	–	358
2023 Q2	$20.2K	Sell	55 -6	-10%	-$2.05K	﹤0.01%	615
2023 Q1	$21.8K	Sell	61 -134	-69%	-$50.1K	﹤0.01%	581
2022 Q4	$66.1K	Sell	195 -65	-25%	-$22.8K	0.02%	356
2022 Q3	$79K	Buy	260 +140	+117%	+$59.9K	0.02%	274
2022 Q2	$56K	Sell	120 -140	-54%	-$68.3K	0.02%	338
2022 Q1	$142K	Buy	260 +70	+37%	+$41.1K	0.03%	216
2021 Q4	$124K	Buy	+190	New	+$129K	0.03%	214
2021 Q3	–	Sell	-155	Closed	-$112K	–	454
2021 Q2	$112K	Buy	155 +35	+29%	+$23.6K	0.03%	224
2021 Q1	$74K	Buy	+120	New	+$75K	0.03%	223

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

CVA Family Office's CHTR Position: Q2 2026 in Review

CVA Family Office reduced its Charter Communications (CHTR) stake by 78% in Q2 2026, selling an estimated $24.2K and leaving 40 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

CVA Family Office first reported a position in CHTR in Q1 2021 and has held it in 20 quarters since. The position peaked at $142K in Q1 2022. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

CVA Family Office held 40 shares of Charter Communications worth $5.69K as of Q2 2026.
CVA Family Office sold 145 Charter Communications shares in Q2 2026, an estimated $24.2K.
Charter Communications made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1231 holding.
CVA Family Office first reported a position in Charter Communications in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's Charter Communications position peaked at $142K in Q1 2022.
788 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.