EF
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Empirical Finance’s Charter Communications CHTR Stock Holding History

Empirical Finance’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
Q1 		$781K Sell
3,617
-14
-0.4% -$3.03K 0.04% 342
2025
Q4 		$758K Sell
3,631
-2,617
-42% -$589K 0.04% 342
2025
Q3 		$1.72M Buy
6,248
+47
+0.8% +$14.2K 0.08% 215
2025
Q2 		$2.54M Buy
6,201
+2,470
+66% +$945K 0.13% 147
2025
Q1 		$1.37M Buy
3,731
+88
+2% +$31.5K 0.08% 223
2024
Q4 		$1.25M Sell
3,643
-57
-2% -$20.6K 0.07% 227
2024
Q3 		$1.2M Buy
3,700
+60
+2% +$20.2K 0.07% 250
2024
Q2 		$1.09M Sell
3,640
-434
-11% -$118K 0.07% 244
2024
Q1 		$1.18M Buy
4,074
+120
+3% +$38.6K 0.07% 249
2023
Q4 		$1.54M Sell
3,954
-14
-0.4% -$5.71K 0.11% 176
2023
Q3 		$1.75M Buy
3,968
+158
+4% +$65.7K 0.13% 144
2023
Q2 		$1.4M Buy
3,810
+351
+10% +$120K 0.11% 172
2023
Q1 		$1.24M Buy
3,459
+11
+0.3% +$4.11K 0.12% 169
2022
Q4 		$1.17M Buy
3,448
+197
+6% +$69.2K 0.12% 164
2022
Q3 		$986K Buy
3,251
+473
+17% +$202K 0.12% 166
2022
Q2 		$1.3M Buy
2,778
+128
+5% +$62.4K 0.17% 121
2022
Q1 		$1.45M Buy
2,650
+460
+21% +$270K 0.16% 115
2021
Q4 		$1.43M Buy
2,190
+318
+17% +$217K 0.17% 114
2021
Q3 		$1.36M Buy
1,872
+90
+5% +$68.3K 0.21% 104
2021
Q2 		$1.29M Buy
1,782
+188
+12% +$127K 0.21% 100
2021
Q1 		$1.05M Hold
1,594
– – 0.19% 130
2020
Q4 		$1.05M Buy
1,594
+243
+18% +$155K 0.19% 130
2020
Q3 		$843K Buy
1,351
+237
+21% +$140K 0.18% 138
2020
Q2 		$568K Buy
1,114
+131
+13% +$66.5K 0.15% 137
2020
Q1 		$429K Buy
983
+318
+48% +$156K 0.13% 134
2019
Q4 		$323K Buy
+665
New +$306K 0.08% 167

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Empirical Finance's CHTR Position: Q1 2026 in Review

Empirical Finance reduced its Charter Communications (CHTR) stake by 0.39% in Q1 2026, selling an estimated $3.03K and leaving 3,617 shares worth $781K. The position accounts for 0.04% of the portfolio, ranked #342.

Empirical Finance first reported a position in CHTR in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.54M in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Empirical Finance held 3,617 shares of Charter Communications worth $781K as of Q1 2026.
  • Empirical Finance sold 14 Charter Communications shares in Q1 2026, an estimated $3.03K.
  • Charter Communications made up 0.04% of Empirical Finance's portfolio in Q1 2026, its #342 holding.
  • Empirical Finance first reported a position in Charter Communications in Q4 2019 and has held it in 26 quarters since.
  • Empirical Finance's Charter Communications position peaked at $2.54M in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.