Florida Financial Advisors’s Charter Communications CHTR Stock Holding History

Florida Financial 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 Q1	$226K	Sell	1,048 -235	-18%	-$50.9K	0.05%	298
2025 Q4	$268K	Buy	+1,283	New	+$289K	0.07%	232
2025 Q1	–	Sell	-1,015	Closed	-$348K	–	249
2024 Q4	$348K	Sell	1,015 -28	-3%	-$10.1K	0.16%	130
2024 Q3	$338K	Buy	1,043 +99	+10%	+$33.3K	0.17%	114
2024 Q2	$282K	Buy	944 +48	+5%	+$13.1K	0.17%	103
2024 Q1	$260K	Buy	+896	New	+$288K	0.19%	96

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

Florida Financial Advisors's CHTR Position: Q1 2026 in Review

Florida Financial Advisors reduced its Charter Communications (CHTR) stake by 18% in Q1 2026, selling an estimated $50.9K and leaving 1,048 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #298.

Florida Financial Advisors first reported a position in CHTR in Q1 2024 and has held it in 6 quarters since. The position peaked at $348K in Q4 2024. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Florida Financial Advisors held 1,048 shares of Charter Communications worth $226K as of Q1 2026.
Florida Financial Advisors sold 235 Charter Communications shares in Q1 2026, an estimated $50.9K.
Charter Communications made up 0.05% of Florida Financial Advisors's portfolio in Q1 2026, its #298 holding.
Florida Financial Advisors first reported a position in Charter Communications in Q1 2024 and has held it in 6 quarters since.
Florida Financial Advisors's Charter Communications position peaked at $348K in Q4 2024.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.