Graetz Wealth’s Charter Communications CHTR Stock Holding History

Graetz Wealth’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	-1,237	Closed	-$258K	–	81
2025 Q4	$258K	Buy	+1,237	New	+$278K	0.24%	56

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Graetz Wealth's CHTR Position: Q1 2026 in Review

Graetz Wealth sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,237 shares — an estimated $258K sold.

Graetz Wealth first reported a position in CHTR in Q4 2025 and held it in 1 quarter. The position peaked at $258K in Q4 2025. 790 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Graetz Wealth reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
Graetz Wealth sold 1,237 Charter Communications shares in Q1 2026, an estimated $258K.
Graetz Wealth first reported a position in Charter Communications in Q4 2025 and held it in 1 quarter.
Graetz Wealth's Charter Communications position peaked at $258K in Q4 2025.
790 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Graetz Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.