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Frank Rimerman Advisors’s Charter Communications CHTR Stock Holding History

Frank Rimerman Advisors’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 		– Sell
-2,273
Closed -$491K – 616
2026
Q1 		$491K Buy
2,273
+151
+7% +$32.7K 0.03% 381
2025
Q4 		$443K Buy
2,122
+16
+0.8% +$3.6K 0.03% 409
2025
Q3 		$579K Buy
2,106
+20
+1% +$6.04K 0.04% 335
2025
Q2 		$853K Sell
2,086
-254
-11% -$97.2K 0.06% 243
2025
Q1 		$862K Buy
2,340
+81
+4% +$29K 0.07% 216
2024
Q4 		$774K Sell
2,259
-283
-11% -$102K 0.06% 229
2024
Q3 		$824K Buy
2,542
+144
+6% +$48.4K 0.06% 248
2024
Q2 		$717K Buy
2,398
+2,387
+21,700% +$651K 0.05% 271
2024
Q1 		$3.2K Hold
11
– – ﹤0.01% 244
2023
Q4 		$4.28K Buy
+11
New +$4.49K ﹤0.01% 208

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

Frank Rimerman Advisors's CHTR Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 2,273 shares — an estimated $491K sold.

Frank Rimerman Advisors first reported a position in CHTR in Q4 2023 and held it in 10 quarters. The position peaked at $862K in Q1 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Frank Rimerman Advisors reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 2,273 Charter Communications shares in Q2 2026, an estimated $491K.
  • Frank Rimerman Advisors first reported a position in Charter Communications in Q4 2023 and held it in 10 quarters.
  • Frank Rimerman Advisors's Charter Communications position peaked at $862K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.