CI
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CX Institutional’s Charter Communications CHTR Stock Holding History

CX Institutional’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 		$52K Sell
367
-1,207
-77% -$201K ﹤0.01% 976
2026
Q1 		$340K Buy
1,574
+59
+4% +$12.8K 0.01% 569
2025
Q4 		$316K Buy
1,515
+261
+21% +$58.7K 0.01% 559
2025
Q3 		$345K Buy
1,254
+186
+17% +$56.2K 0.01% 530
2025
Q2 		$437K Sell
1,068
-62
-5% -$23.7K 0.02% 405
2025
Q1 		$416K Buy
1,130
+122
+12% +$43.6K 0.02% 408
2024
Q4 		$346K Sell
1,008
-64
-6% -$23.1K 0.01% 412
2024
Q3 		$347K Sell
1,072
-9,833
-90% -$3.31M 0.02% 437
2024
Q2 		$3.26M Buy
10,905
+3,199
+42% +$873K 0.15% 153
2024
Q1 		$2.24M Buy
7,706
+6,543
+563% +$2.1M 0.11% 188
2023
Q4 		$452K Sell
1,163
-22
-2% -$8.97K 0.02% 338
2023
Q3 		$521K Buy
1,185
+27
+2% +$11.2K 0.03% 323
2023
Q2 		$425K Buy
1,158
+503
+77% +$172K 0.02% 366
2023
Q1 		$234K Sell
655
-9,024
-93% -$3.37M 0.01% 447
2022
Q4 		$3.28M Buy
9,679
+3,863
+66% +$1.36M 0.2% 146
2022
Q3 		$1.76M Buy
5,816
+2,237
+63% +$957K 0.12% 208
2022
Q2 		$1.68M Buy
3,579
+1,782
+99% +$869K 0.13% 195
2022
Q1 		$980K Buy
1,797
+1,338
+292% +$785K 0.08% 223
2021
Q4 		$299K Hold
459
– – 0.02% 291
2021
Q3 		$334K Sell
459
-51
-10% -$38.7K 0.03% 304
2021
Q2 		$368K Sell
510
-18
-3% -$12.1K 0.03% 273
2021
Q1 		$326K Sell
528
-3,855
-88% -$2.41M 0.03% 257
2020
Q4 		$2.9M Sell
4,383
-836
-16% -$532K 0.28% 103
2020
Q3 		$3.26M Buy
5,219
+4,884
+1,458% +$2.88M 0.35% 73
2020
Q2 		$171K Buy
335
+117
+54% +$59.3K 0.02% 246
2020
Q1 		$95K Sell
218
-8
-4% -$3.91K 0.02% 271
2019
Q4 		$110K Hold
226
– – 0.02% 226
2019
Q3 		$93K Buy
226
+5
+2% +$2.02K 0.02% 252
2019
Q2 		$87K Buy
221
+10
+5% +$3.75K 0.01% 285
2019
Q1 		$73K Buy
211
+57
+37% +$18.8K 0.01% 299
2018
Q4 		$44K Buy
+154
New +$48.3K 0.01% 266

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CX Institutional's CHTR Position: Q2 2026 in Review

CX Institutional reduced its Charter Communications (CHTR) stake by 77% in Q2 2026, selling an estimated $201K and leaving 367 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

CX Institutional first reported a position in CHTR in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.28M in Q4 2022. 121 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • CX Institutional held 367 shares of Charter Communications worth $52K as of Q2 2026.
  • CX Institutional sold 1,207 Charter Communications shares in Q2 2026, an estimated $201K.
  • Charter Communications made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #976 holding.
  • CX Institutional first reported a position in Charter Communications in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's Charter Communications position peaked at $3.28M in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.