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Evolve Private Wealth’s Charter Communications CHTR Stock Holding History

Evolve Private 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
Q2 		$834K Buy
5,868
+3,721
+173% +$621K 0.05% 334
2026
Q1 		$463K Buy
2,147
+655
+44% +$142K 0.02% 609
2025
Q4 		$311K Buy
+1,492
New +$336K 0.02% 711

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

Evolve Private Wealth's CHTR Position: Q2 2026 in Review

Evolve Private Wealth increased its Charter Communications (CHTR) stake by 173% in Q2 2026, buying an estimated $621K and bringing the position to 5,868 shares worth $834K. The position accounts for 0.05% of the portfolio, ranked #334.

Evolve Private Wealth first reported a position in CHTR in Q4 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Evolve Private Wealth held 5,868 shares of Charter Communications worth $834K as of Q2 2026.
  • Evolve Private Wealth bought 3,721 Charter Communications shares in Q2 2026, an estimated $621K.
  • Charter Communications made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #334 holding.
  • Evolve Private Wealth first reported a position in Charter Communications in Q4 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.