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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
Q2 		$712 Buy
5
+4
+400% +$668 ﹤0.01% 862
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 $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 $3.38T AUM 44.17% 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

HFM Investment Advisors's CHTR Position: Q2 2026 in Review

HFM Investment Advisors increased its Charter Communications (CHTR) stake by 400% in Q2 2026, buying an estimated $668 and bringing the position to 5 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #862.

HFM Investment Advisors first reported a position in CHTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04K in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • HFM Investment Advisors held 5 shares of Charter Communications worth $712 as of Q2 2026.
  • HFM Investment Advisors bought 4 Charter Communications shares in Q2 2026, an estimated $668.
  • Charter Communications made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #862 holding.
  • HFM Investment Advisors first reported a position in Charter Communications in Q1 2025 and has held it in 6 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 Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.