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Garton & Associates Financial Advisors’s Charter Communications CHTR Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-32
Closed -$6.68K – 222
2025
Q4 		$6.68K Buy
+32
New +$7.2K ﹤0.01% 932

Other funds holding CHTR

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Garton & Associates Financial Advisors's CHTR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 32 shares — an estimated $6.68K sold.

Garton & Associates Financial Advisors first reported a position in CHTR in Q4 2025 and held it in 1 quarter. The position peaked at $6.68K in Q4 2025. 790 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 32 Charter Communications shares in Q1 2026, an estimated $6.68K.
  • Garton & Associates Financial Advisors first reported a position in Charter Communications in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Charter Communications position peaked at $6.68K in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.