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 Q2	$2.78M	Buy	19,555 +10,442	+115%	+$1.74M	0.24%	35
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 $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Counselors's CHTR Position: Q2 2026 in Review

Estate Counselors increased its Charter Communications (CHTR) stake by 115% in Q2 2026, buying an estimated $1.74M and bringing the position to 19,555 shares worth $2.78M. The position accounts for 0.24% of the portfolio, ranked #35.

Estate Counselors first reported a position in CHTR in Q1 2020 and has held it in 8 quarters since. The position peaked at $3.85M in Q3 2025. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Estate Counselors held 19,555 shares of Charter Communications worth $2.78M as of Q2 2026.
Estate Counselors bought 10,442 Charter Communications shares in Q2 2026, an estimated $1.74M.
Charter Communications made up 0.24% of Estate Counselors's portfolio in Q2 2026, its #35 holding.
Estate Counselors first reported a position in Charter Communications in Q1 2020 and has held it in 8 quarters since.
Estate Counselors's Charter Communications position peaked at $3.85M in Q3 2025.
787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.