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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
Q2 		$302K Buy
2,125
+1,167
+122% +$195K ﹤0.01% 1289
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's CHTR Position: Q2 2026 in Review

EP Wealth Advisors increased its Charter Communications (CHTR) stake by 122% in Q2 2026, buying an estimated $195K and bringing the position to 2,125 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

EP Wealth Advisors first reported a position in CHTR in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.38M in Q1 2017. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • EP Wealth Advisors held 2,125 shares of Charter Communications worth $302K as of Q2 2026.
  • EP Wealth Advisors bought 1,167 Charter Communications shares in Q2 2026, an estimated $195K.
  • Charter Communications made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1289 holding.
  • EP Wealth Advisors first reported a position in Charter Communications in Q1 2017 and has held it in 25 quarters since.
  • EP Wealth Advisors's Charter Communications position peaked at $1.38M in Q1 2017.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.