Elser Financial Planning’s Charter Communications CHTR Stock Holding History

Elser Financial Planning’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	-1,001	Closed	-$214K	–	127
2026 Q1	$214K	Buy	+1,001	New	+$217K	0.01%	127
2025 Q1	–	Sell	-1,023	Closed	-$351K	–	69
2024 Q4	$351K	Buy	+1,023	New	+$370K	0.02%	72
2024 Q3	–	Sell	-1,004	Closed	-$300K	–	68
2024 Q2	$300K	Buy	+1,004	New	+$274K	0.05%	75

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 $59.9B AUM 27.01% 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

Elser Financial Planning's CHTR Position: Q2 2026 in Review

Elser Financial Planning sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1,001 shares — an estimated $214K sold.

Elser Financial Planning first reported a position in CHTR in Q2 2024 and held it in 3 quarters. The position peaked at $351K in Q4 2024. 780 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Elser Financial Planning reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Elser Financial Planning sold 1,001 Charter Communications shares in Q2 2026, an estimated $214K.
Elser Financial Planning first reported a position in Charter Communications in Q2 2024 and held it in 3 quarters.
Elser Financial Planning's Charter Communications position peaked at $351K in Q4 2024.
780 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.