Foster & Motley’s Charter Communications CHTR Stock Holding History

Foster & Motley’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 Q3	$292K	Buy	2,633 +100	+4%	+$13.9K	0.01%	376
2026 Q2	$360K	Buy	2,533 +670	+36%	+$112K	0.02%	353
2026 Q1	$402K	Hold	1,863	–	–	0.02%	328
2025 Q4	$389K	Sell	1,863 -104	-5%	-$23.4K	0.02%	320
2025 Q3	$541K	Buy	1,967 +690	+54%	+$209K	0.03%	288
2025 Q2	$522K	Hold	1,277	–	–	0.03%	282
2025 Q1	$471K	Hold	1,277	–	–	0.03%	283
2024 Q4	$438K	Hold	1,277	–	–	0.03%	290
2024 Q3	$414K	Hold	1,277	–	–	0.03%	298
2024 Q2	$382K	Buy	1,277 +150	+13%	+$40.9K	0.03%	297
2024 Q1	$328K	Buy	1,127 +378	+50%	+$122K	0.02%	316
2023 Q4	$291K	Buy	+749	New	+$305K	0.02%	330

Other funds holding CHTR

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Lind Value II ApS Aarhus C, Denmark $655M AUM 42.71% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Foster & Motley's CHTR Position: Q3 2026 in Review

Foster & Motley increased its Charter Communications (CHTR) stake by 3.9% in Q3 2026, buying an estimated $13.9K and bringing the position to 2,633 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #376.

Foster & Motley first reported a position in CHTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $541K in Q3 2025. 644 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Foster & Motley held 2,633 shares of Charter Communications worth $292K as of Q3 2026.
Foster & Motley bought 100 Charter Communications shares in Q3 2026, an estimated $13.9K.
Charter Communications made up 0.01% of Foster & Motley's portfolio in Q3 2026, its #376 holding.
Foster & Motley first reported a position in Charter Communications in Q4 2023 and has held it in 12 quarters since.
Foster & Motley's Charter Communications position peaked at $541K in Q3 2025.
644 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Foster & Motley's 13F filing for Q3 2026, filed 12 Nov 2026.