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
Q2 		$2.96M Buy
20,783
+15,855
+322% +$2.65M ﹤0.01% 1178
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 $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 Wealth's CHTR Position: Q2 2026 in Review

Focus Partners Wealth increased its Charter Communications (CHTR) stake by 322% in Q2 2026, buying an estimated $2.65M and bringing the position to 20,783 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Focus Partners Wealth first reported a position in CHTR in Q4 2023 and has held it in 11 quarters since. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Focus Partners Wealth held 20,783 shares of Charter Communications worth $2.96M as of Q2 2026.
  • Focus Partners Wealth bought 15,855 Charter Communications shares in Q2 2026, an estimated $2.65M.
  • Charter Communications made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1178 holding.
  • Focus Partners Wealth first reported a position in Charter Communications in Q4 2023 and has held it in 11 quarters since.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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