DHJJ Financial Advisors’s Charter Communications CHTR Stock Holding History

DHJJ Financial Advisors’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	$569	Hold	4	–	–	﹤0.01%	885
2026 Q1	$864	Hold	4	–	–	﹤0.01%	837
2025 Q4	$835	Hold	4	–	–	﹤0.01%	798
2025 Q3	$1.1K	Hold	4	–	–	﹤0.01%	747
2025 Q2	$1.64K	Hold	4	–	–	﹤0.01%	695
2025 Q1	$1.48K	Hold	4	–	–	﹤0.01%	657
2024 Q4	$1.37K	Hold	4	–	–	﹤0.01%	636
2024 Q3	$1.3K	Hold	4	–	–	﹤0.01%	620
2024 Q2	$1.2K	Hold	4	–	–	﹤0.01%	588
2024 Q1	$1.16K	Hold	4	–	–	﹤0.01%	574
2023 Q4	$1.55K	Hold	4	–	–	﹤0.01%	556
2023 Q3	$1.76K	Buy	+4	New	+$1.66K	﹤0.01%	550

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

DHJJ Financial Advisors's CHTR Position: Q2 2026 in Review

DHJJ Financial Advisors held its Charter Communications (CHTR) position steady in Q2 2026 at 4 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #885.

DHJJ Financial Advisors first reported a position in CHTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.76K in Q3 2023. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

DHJJ Financial Advisors held 4 shares of Charter Communications worth $569 as of Q2 2026.
DHJJ Financial Advisors left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #885 holding.
DHJJ Financial Advisors first reported a position in Charter Communications in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Charter Communications position peaked at $1.76K in Q3 2023.
788 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.