EWA
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EP Wealth Advisors’s Charter Communications CHTR Stock Holding History

EP Wealth 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
Q1 		$207K Sell
958
-137
-13% -$29.7K ﹤0.01% 1397
2025
Q4 		$229K Buy
+1,095
New +$246K ﹤0.01% 1306
2025
Q2 		$508K Buy
1,243
+614
+98% +$235K ﹤0.01% 774
2025
Q1 		$232K Sell
629
-108
-15% -$38.6K ﹤0.01% 1058
2024
Q4 		$253K Sell
737
-513
-41% -$185K ﹤0.01% 948
2024
Q3 		$405K Buy
1,250
+150
+14% +$50.5K ﹤0.01% 754
2024
Q2 		$329K Sell
1,100
-66
-6% -$18K ﹤0.01% 630
2024
Q1 		$339K Sell
1,166
-155
-12% -$49.8K ﹤0.01% 596
2023
Q4 		$513K Sell
1,321
-51
-4% -$20.8K 0.01% 483
2023
Q3 		$603K Buy
1,372
+120
+10% +$49.9K 0.01% 427
2023
Q2 		$472K Sell
1,252
-27,747
-96% -$9.47M 0.01% 475
2023
Q1 		$201K Buy
28,999
+27,777
+2,273% +$10.4M ﹤0.01% 580
2022
Q4 		$414K Buy
+1,222
New +$429K 0.01% 415
2022
Q3 		– Sell
-1,335
Closed -$625K – 383
2022
Q2 		$625K Buy
1,335
+73
+6% +$35.6K 0.01% 329
2022
Q1 		$688K Sell
1,262
-30
-2% -$17.6K 0.02% 323
2021
Q4 		$842K Buy
1,292
+163
+14% +$111K 0.02% 275
2021
Q3 		$821K Buy
1,129
+3
+0.3% +$2.28K 0.02% 264
2021
Q2 		$812K Buy
1,126
+74
+7% +$49.8K 0.02% 270
2021
Q1 		$649K Buy
1,052
+14
+1% +$8.75K 0.02% 279
2020
Q4 		$687K Buy
1,038
+651
+168% +$414K 0.02% 224
2020
Q3 		$242K Sell
387
-6
-2% -$3.54K 0.01% 321
2020
Q2 		$200K Buy
+393
New +$199K 0.01% 360
2017
Q3 		– Sell
-666
Closed -$224K – 179
2017
Q2 		$224K Sell
666
-3,545
-84% -$1.18M 0.03% 168
2017
Q1 		$1.38M Buy
+4,211
New +$1.34M 0.19% 50

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

EP Wealth Advisors's CHTR Position: Q1 2026 in Review

EP Wealth Advisors reduced its Charter Communications (CHTR) stake by 13% in Q1 2026, selling an estimated $29.7K and leaving 958 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

EP Wealth Advisors first reported a position in CHTR in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.38M in Q1 2017. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • EP Wealth Advisors held 958 shares of Charter Communications worth $207K as of Q1 2026.
  • EP Wealth Advisors sold 137 Charter Communications shares in Q1 2026, an estimated $29.7K.
  • Charter Communications made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1397 holding.
  • EP Wealth Advisors first reported a position in Charter Communications in Q1 2017 and has held it in 24 quarters since.
  • EP Wealth Advisors's Charter Communications position peaked at $1.38M in Q1 2017.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.