Equitable Holdings’s Charter Communications CHTR Stock Holding History

Equitable Holdings’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	–	Sell	-6,092	Closed	-$1.27M	–	1701
2025 Q4	$1.27M	Sell	6,092 -401	-6%	-$90.2K	0.01%	782
2025 Q3	$1.79M	Buy	6,493 +1,456	+29%	+$440K	0.01%	656
2025 Q2	$2.06M	Buy	+5,037	New	+$1.93M	0.02%	562
2024 Q2	–	Sell	-770	Closed	-$224K	–	1217
2024 Q1	$224K	Sell	770 -350	-31%	-$113K	﹤0.01%	1056
2023 Q4	$435K	Buy	+1,120	New	+$457K	0.01%	815
2022 Q1	–	Sell	-329	Closed	-$214K	–	873
2021 Q4	$214K	Buy	329 +14	+4%	+$9.53K	﹤0.01%	811
2021 Q3	$229K	Sell	315 -4	-1%	-$3.04K	﹤0.01%	763
2021 Q2	$230K	Buy	+319	New	+$215K	﹤0.01%	742

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Equitable Holdings's CHTR Position: Q1 2026 in Review

Equitable Holdings sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 6,092 shares — an estimated $1.27M sold.

Equitable Holdings first reported a position in CHTR in Q2 2021 and held it in 8 quarters. The position peaked at $2.06M in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Equitable Holdings reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
Equitable Holdings sold 6,092 Charter Communications shares in Q1 2026, an estimated $1.27M.
Equitable Holdings first reported a position in Charter Communications in Q2 2021 and held it in 8 quarters.
Equitable Holdings's Charter Communications position peaked at $2.06M in Q2 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.