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Forum Financial Management’s Charter Communications CHTR Stock Holding History

Forum Financial Management’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 		– Sell
-1,807
Closed -$377K – 456
2025
Q4 		$377K Sell
1,807
-671
-27% -$151K ﹤0.01% 626
2025
Q3 		$682K Buy
2,478
+811
+49% +$245K 0.01% 338
2025
Q2 		$681K Buy
1,667
+31
+2% +$11.9K 0.01% 309
2025
Q1 		$603K Buy
1,636
+401
+32% +$143K 0.01% 304
2024
Q4 		$423K Buy
1,235
+145
+13% +$52.4K 0.01% 448
2024
Q3 		$353K Buy
1,090
+3
+0.3% +$1.01K 0.01% 449
2024
Q2 		$325K Hold
1,087
– – 0.01% 447
2024
Q1 		$316K Sell
1,087
-1
-0.1% -$321 0.01% 479
2023
Q4 		$423K Hold
1,088
– – 0.01% 345
2023
Q3 		$479K Hold
1,088
– – 0.01% 292
2023
Q2 		$400K Buy
1,088
+2
+0.2% +$682 0.01% 347
2023
Q1 		$388K Sell
1,086
-9
-0.8% -$3.36K 0.01% 324
2022
Q4 		$371K Hold
1,095
– – 0.01% 328
2022
Q3 		$332K Hold
1,095
– – 0.02% 314
2022
Q2 		$513K Sell
1,095
-55
-5% -$26.8K 0.03% 233
2022
Q1 		$627K Buy
1,150
+1
+0.1% +$587 0.03% 203
2021
Q4 		$749K Buy
+1,149
New +$782K 0.04% 167

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 $5.72T 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 $75B 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

Forum Financial Management's CHTR Position: Q1 2026 in Review

Forum Financial Management sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,807 shares — an estimated $377K sold.

Forum Financial Management first reported a position in CHTR in Q4 2021 and held it in 17 quarters. The position peaked at $749K in Q4 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Forum Financial Management reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,807 Charter Communications shares in Q1 2026, an estimated $377K.
  • Forum Financial Management first reported a position in Charter Communications in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Charter Communications position peaked at $749K in Q4 2021.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.