Essential Partners’s Charter Communications CHTR Stock Holding History

Essential Partners’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 Q3	$132K	Buy	1,194 +327	+38%	+$45.5K	0.06%	344
2026 Q2	$123K	Buy	867 +740	+583%	+$123K	0.06%	356
2026 Q1	$27.4K	Sell	127 -564	-82%	-$122K	0.01%	809
2025 Q4	$144K	Sell	691 -1,281	-65%	-$288K	0.04%	373
2025 Q3	$543K	Buy	1,972 +1,963	+21,811%	+$593K	0.18%	162
2025 Q2	$3.68K	Buy	+9	New	+$3.44K	﹤0.01%	1142

Other funds holding CHTR

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Essential Partners's CHTR Position: Q3 2026 in Review

Essential Partners increased its Charter Communications (CHTR) stake by 38% in Q3 2026, buying an estimated $45.5K and bringing the position to 1,194 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #344.

Essential Partners first reported a position in CHTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $543K in Q3 2025. 51 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Essential Partners held 1,194 shares of Charter Communications worth $132K as of Q3 2026.
Essential Partners bought 327 Charter Communications shares in Q3 2026, an estimated $45.5K.
Charter Communications made up 0.06% of Essential Partners's portfolio in Q3 2026, its #344 holding.
Essential Partners first reported a position in Charter Communications in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Charter Communications position peaked at $543K in Q3 2025.
51 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.