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Evoke Wealth’s Charter Communications CHTR Stock Holding History

Evoke Wealth’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
-1,021
Closed -$213K – 721
2025
Q4 		$213K Sell
1,021
-17
-2% -$3.82K ﹤0.01% 615
2025
Q3 		$286K Buy
1,038
+488
+89% +$147K 0.01% 512
2025
Q2 		$225K Buy
+550
New +$211K 0.01% 535
2023
Q4 		– Sell
-537
Closed -$236K – 137
2023
Q3 		$236K Buy
+537
New +$223K 0.01% 332
2022
Q4 		– Sell
-431
Closed -$131K – 502
2022
Q3 		$131K Buy
431
+6
+1% +$2.57K 0.01% 378
2022
Q2 		$199K Buy
425
+11
+3% +$5.36K 0.01% 314
2022
Q1 		$226K Sell
414
-13
-3% -$7.63K 0.01% 333
2021
Q4 		$278K Sell
427
-5
-1% -$3.4K 0.01% 317
2021
Q3 		$314K Buy
432
+334
+341% +$253K 0.01% 277
2021
Q2 		$71K Sell
98
-17
-15% -$11.4K ﹤0.01% 486
2021
Q1 		$72K Buy
115
+41
+55% +$25.6K ﹤0.01% 410
2020
Q4 		$49K Buy
74
+19
+35% +$12.1K ﹤0.01% 380
2020
Q3 		$34K Hold
55
– – ﹤0.01% 406
2020
Q2 		$28K Sell
55
-1
-2% -$507 ﹤0.01% 419
2020
Q1 		$24.4K Sell
56
-40
-42% -$19.6K ﹤0.01% 410
2019
Q4 		$46.6K Sell
96
-1
-1% -$460 0.01% 428
2019
Q3 		$40K Buy
+97
New +$39.1K ﹤0.01% 508

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evoke Wealth's CHTR Position: Q1 2026 in Review

Evoke Wealth sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,021 shares — an estimated $213K sold.

Evoke Wealth first reported a position in CHTR in Q3 2019 and held it in 17 quarters. The position peaked at $314K in Q3 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Evoke Wealth reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,021 Charter Communications shares in Q1 2026, an estimated $213K.
  • Evoke Wealth first reported a position in Charter Communications in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Charter Communications position peaked at $314K in Q3 2021.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.