Fortitude Family Office’s Charter Communications CHTR Stock Holding History

Fortitude Family Office’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	$11.9K	Buy	55 +32	+139%	+$6.93K	﹤0.01%	590
2025 Q4	$4.8K	Buy	23 +5	+28%	+$1.13K	﹤0.01%	825
2025 Q3	$4.95K	Sell	18 -6	-25%	-$1.81K	﹤0.01%	814
2025 Q2	$9.81K	Buy	24 +14	+140%	+$5.36K	﹤0.01%	562
2025 Q1	$3.69K	Hold	10	–	–	﹤0.01%	800
2024 Q4	$3.43K	Hold	10	–	–	﹤0.01%	933
2024 Q3	$3.24K	Hold	10	–	–	﹤0.01%	908
2024 Q2	$2.99K	Buy	+10	New	+$2.73K	﹤0.01%	724
2024 Q1	–	Sell	-52	Closed	-$20.2K	–	983
2023 Q4	$20.2K	Buy	+52	New	+$21.2K	0.02%	303

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

Fortitude Family Office's CHTR Position: Q1 2026 in Review

Fortitude Family Office increased its Charter Communications (CHTR) stake by 139% in Q1 2026, buying an estimated $6.93K and bringing the position to 55 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Fortitude Family Office first reported a position in CHTR in Q4 2023 and has held it in 9 quarters since. The position peaked at $20.2K in Q4 2023. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Fortitude Family Office held 55 shares of Charter Communications worth $11.9K as of Q1 2026.
Fortitude Family Office bought 32 Charter Communications shares in Q1 2026, an estimated $6.93K.
Charter Communications made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #590 holding.
Fortitude Family Office first reported a position in Charter Communications in Q4 2023 and has held it in 9 quarters since.
Fortitude Family Office's Charter Communications position peaked at $20.2K in Q4 2023.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.