Estate Counselors’s Charter Communications CHTR Stock Holding History

Estate Counselors’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	$1.97M	Buy	+9,113	New	+$1.97M	0.18%	41
2025 Q4	–	Sell	-13,994	Closed	-$3.85M	–	95
2025 Q3	$3.85M	Buy	+13,994	New	+$4.23M	0.33%	46
2024 Q1	–	Sell	-3,225	Closed	-$1.25M	–	120
2023 Q4	$1.25M	Hold	3,225	–	–	0.15%	91
2023 Q3	$1.42M	Sell	3,225 -10	-0.3%	-$4.16K	0.19%	72
2023 Q2	$1.19M	Hold	3,235	–	–	0.15%	99
2023 Q1	$1.16M	Buy	+3,235	New	+$1.21M	0.15%	94
2020 Q2	–	Sell	-960	Closed	-$419K	–	161
2020 Q1	$419K	Buy	+960	New	+$470K	0.07%	91

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

Estate Counselors's CHTR Position: Q1 2026 in Review

Estate Counselors opened a new position in Charter Communications (CHTR) in Q1 2026: 9,113 shares worth $1.97M. The stake represents 0.18% of the portfolio and ranks #41 among its holdings. This is a return to the name: Estate Counselors previously reported a position in CHTR as recently as Q3 2025.

Estate Counselors first reported a position in CHTR in Q1 2020 and has held it in 7 quarters since. The position peaked at $3.85M in Q3 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Estate Counselors held 9,113 shares of Charter Communications worth $1.97M as of Q1 2026.
Charter Communications was a new Estate Counselors position in Q1 2026.
Charter Communications made up 0.18% of Estate Counselors's portfolio in Q1 2026, its #41 holding.
Estate Counselors first reported a position in Charter Communications in Q1 2020 and has held it in 7 quarters since.
Estate Counselors's Charter Communications position peaked at $3.85M in Q3 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.