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Focus Partners Advisor Solutions’s Charter Communications CHTR Stock Holding History

Focus Partners Advisor Solutions’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 		$740K Buy
+5,205
New +$869K 0.01% 672
2026
Q1 		– Sell
-2,904
Closed -$606K – 1264
2025
Q4 		$606K Sell
2,904
-267
-8% -$60.1K 0.01% 659
2025
Q3 		$772K Buy
3,171
+2,204
+228% +$666K 0.01% 615
2025
Q2 		$394K Buy
967
+416
+75% +$159K 0.01% 747
2025
Q1 		$203K Buy
+551
New +$197K ﹤0.01% 915

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

Focus Partners Advisor Solutions's CHTR Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in Charter Communications (CHTR) in Q2 2026: 5,205 shares worth $740K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in CHTR as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in CHTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $772K in Q3 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Focus Partners Advisor Solutions held 5,205 shares of Charter Communications worth $740K as of Q2 2026.
  • Charter Communications was a new Focus Partners Advisor Solutions position in Q2 2026.
  • Charter Communications made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #672 holding.
  • Focus Partners Advisor Solutions first reported a position in Charter Communications in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Advisor Solutions's Charter Communications position peaked at $772K in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.