Ground Swell Capital’s Charter Communications CHTR Stock Holding History

Ground Swell Capital’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	-3,646	Closed	-$787K	–	160
2026 Q1	$787K	Buy	+3,646	New	+$790K	1.55%	11
2022 Q3	–	Sell	-871	Closed	-$408K	–	117
2022 Q2	$408K	Buy	+871	New	+$425K	0.75%	38
2014 Q3	$331K	Buy	+2,187	New	+$347K	0.63%	14

Other funds holding CHTR

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ground Swell Capital's CHTR Position: Q2 2026 in Review

Ground Swell Capital sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 3,646 shares — an estimated $787K sold.

Ground Swell Capital first reported a position in CHTR in Q3 2014 and held it in 3 quarters. The position peaked at $787K in Q1 2026. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Ground Swell Capital reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Ground Swell Capital sold 3,646 Charter Communications shares in Q2 2026, an estimated $787K.
Ground Swell Capital first reported a position in Charter Communications in Q3 2014 and held it in 3 quarters.
Ground Swell Capital's Charter Communications position peaked at $787K in Q1 2026.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.