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EverSource Wealth Advisors’s Charter Communications CHTR Stock Holding History

EverSource 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 		$316K Buy
2,220
+1,157
+109% +$193K 0.01% 775
2026
Q1 		$229K Buy
1,063
+112
+12% +$24.3K 0.01% 977
2025
Q4 		$199K Sell
951
-324
-25% -$72.9K 0.01% 952
2025
Q3 		$351K Buy
1,275
+420
+49% +$127K 0.01% 648
2025
Q2 		$350K Buy
855
+242
+39% +$92.6K 0.02% 595
2025
Q1 		$226K Sell
613
-9
-1% -$3.22K 0.01% 612
2024
Q4 		$213K Buy
622
+34
+6% +$12.3K 0.01% 631
2024
Q3 		$191K Buy
588
+165
+39% +$55.5K 0.01% 574
2024
Q2 		$161K Buy
423
+37
+10% +$10.1K 0.01% 635
2024
Q1 		$98.8K Sell
386
-108
-22% -$34.7K 0.01% 714
2023
Q4 		$192K Buy
494
+22
+5% +$8.97K 0.02% 439
2023
Q3 		$208K Sell
472
-1
-0.2% -$416 0.02% 390
2023
Q2 		$174K Sell
473
-6
-1% -$2.05K 0.02% 434
2023
Q1 		$171K Sell
479
-33
-6% -$12.3K 0.02% 398
2022
Q4 		$174K Buy
512
+101
+25% +$35.5K 0.03% 373
2022
Q3 		$125K Sell
411
-7
-2% -$3K 0.03% 377
2022
Q2 		$195K Buy
418
+131
+46% +$63.9K 0.05% 261
2022
Q1 		$156K Buy
287
+213
+288% +$125K 0.04% 278
2021
Q4 		$48K Buy
+74
New +$50.4K 0.01% 433

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

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

EverSource Wealth Advisors increased its Charter Communications (CHTR) stake by 109% in Q2 2026, buying an estimated $193K and bringing the position to 2,220 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #775.

EverSource Wealth Advisors first reported a position in CHTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $351K in Q3 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • EverSource Wealth Advisors held 2,220 shares of Charter Communications worth $316K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,157 Charter Communications shares in Q2 2026, an estimated $193K.
  • Charter Communications made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #775 holding.
  • EverSource Wealth Advisors first reported a position in Charter Communications in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Charter Communications position peaked at $351K in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.