DecisionPoint Financial’s Charter Communications CHTR Stock Holding History

DecisionPoint Financial’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 Q3	$335	Buy	3 +1	+50%	+$139	﹤0.01%	884
2026 Q2	$280	Hold	2	–	–	﹤0.01%	845
2026 Q1	$432	Hold	2	–	–	﹤0.01%	509
2025 Q4	$418	Hold	2	–	–	﹤0.01%	577
2025 Q3	$551	Hold	2	–	–	﹤0.01%	450
2025 Q2	$837	Buy	+2	New	+$766	﹤0.01%	345

Other funds holding CHTR

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DecisionPoint Financial's CHTR Position: Q3 2026 in Review

DecisionPoint Financial increased its Charter Communications (CHTR) stake by 50% in Q3 2026, buying an estimated $139 and bringing the position to 3 shares worth $335. The position accounts for ﹤0.01% of the portfolio, ranked #884.

DecisionPoint Financial first reported a position in CHTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $837 in Q2 2025. 227 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

DecisionPoint Financial held 3 shares of Charter Communications worth $335 as of Q3 2026.
DecisionPoint Financial bought 1 Charter Communications share in Q3 2026, an estimated $139.
Charter Communications made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #884 holding.
DecisionPoint Financial first reported a position in Charter Communications in Q2 2025 and has held it in 6 quarters since.
DecisionPoint Financial's Charter Communications position peaked at $837 in Q2 2025.
227 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.