Donoghue Forlines’s Charter Communications CHTR Stock Holding History

Donoghue Forlines’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	-11,386	Closed	-$2.46M	–	124
2026 Q1	$2.46M	Buy	+11,386	New	+$2.47M	0.68%	48
2025 Q3	–	Sell	-6,760	Closed	-$2.76M	–	105
2025 Q2	$2.76M	Buy	+6,760	New	+$2.59M	0.79%	41
2022 Q2	–	Sell	-1,267	Closed	-$691K	–	266
2022 Q1	$691K	Buy	+1,267	New	+$744K	0.15%	227
2021 Q4	–	Sell	-2,307	Closed	-$1.68M	–	264
2021 Q3	$1.68M	Buy	+2,307	New	+$1.75M	0.32%	75
2021 Q2	–	Sell	-2,906	Closed	-$1.79M	–	205
2021 Q1	$1.79M	Buy	+2,906	New	+$1.82M	0.35%	70
2020 Q1	–	Sell	-4,760	Closed	-$2.31M	–	78
2019 Q4	$2.31M	Buy	+4,760	New	+$2.19M	0.36%	84
2019 Q2	–	Sell	-7,893	Closed	-$2.74M	–	166
2019 Q1	$2.74M	Buy	+7,893	New	+$2.6M	0.27%	55

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

Donoghue Forlines's CHTR Position: Q2 2026 in Review

Donoghue Forlines sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 11,386 shares — an estimated $2.46M sold.

Donoghue Forlines first reported a position in CHTR in Q1 2019 and held it in 7 quarters. The position peaked at $2.76M in Q2 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Donoghue Forlines reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Donoghue Forlines sold 11,386 Charter Communications shares in Q2 2026, an estimated $2.46M.
Donoghue Forlines first reported a position in Charter Communications in Q1 2019 and held it in 7 quarters.
Donoghue Forlines's Charter Communications position peaked at $2.76M in Q2 2025.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.