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HFM Investment Advisors’s Charter Communications CHTR Stock Holding History

HFM Investment 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 		$216 Hold
1
– – ﹤0.01% 975
2025
Q4 		$209 Sell
1
-1
-50% -$225 ﹤0.01% 1008
2025
Q3 		$550 Sell
2
-3
-60% -$907 ﹤0.01% 617
2025
Q2 		$2.04K Buy
5
+3
+150% +$1.15K ﹤0.01% 184
2025
Q1 		$738 Buy
+2
New +$715 ﹤0.01% 203

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HFM Investment Advisors's CHTR Position: Q1 2026 in Review

HFM Investment Advisors held its Charter Communications (CHTR) position steady in Q1 2026 at 1 share worth $216. The position accounts for ﹤0.01% of the portfolio, ranked #975.

HFM Investment Advisors first reported a position in CHTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.04K in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • HFM Investment Advisors held 1 share of Charter Communications worth $216 as of Q1 2026.
  • HFM Investment Advisors left its Charter Communications share count unchanged in Q1 2026.
  • Charter Communications made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #975 holding.
  • HFM Investment Advisors first reported a position in Charter Communications in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Charter Communications position peaked at $2.04K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.