Focus Partners Wealth
CHTR icon

Focus Partners Wealth’s Charter Communications CHTR Stock Holding History

Focus Partners 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 		$1.06M Sell
4,928
-1,409
-22% -$305K ﹤0.01% 1590
2025
Q4 		$1.32M Sell
6,337
-53
-0.8% -$11.9K ﹤0.01% 1509
2025
Q3 		$1.77M Buy
6,390
+4,029
+171% +$1.22M ﹤0.01% 1067
2025
Q2 		$965K Sell
2,361
-2,279
-49% -$872K ﹤0.01% 1159
2025
Q1 		$1.71M Buy
4,640
+2,514
+118% +$899K ﹤0.01% 893
2024
Q4 		$729K Buy
2,126
+572
+37% +$207K ﹤0.01% 1170
2024
Q3 		$504K Sell
1,554
-16
-1% -$5.38K ﹤0.01% 1147
2024
Q2 		$469K Buy
1,570
+224
+17% +$61.1K ﹤0.01% 965
2024
Q1 		$391K Sell
1,346
-88
-6% -$28.3K ﹤0.01% 771
2023
Q4 		$557K Buy
+1,434
New +$585K 0.01% 557

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 $5.7T 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 $74.9B 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