Hughes Financial Services’s Charter Communications CHTR Stock Holding History

Hughes Financial Services’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	$995	Buy	7 +4	+133%	+$668	﹤0.01%	924
2026 Q1	$648	Buy	3 +1	+50%	+$217	﹤0.01%	868
2025 Q4	$418	Sell	2 -2	-50%	-$450	﹤0.01%	948
2025 Q3	$842	Buy	4 +2	+100%	+$604	﹤0.01%	763
2025 Q2	$524	Sell	2 -7	-78%	-$2.68K	﹤0.01%	938
2025 Q1	$3.34K	Buy	+9	New	+$3.22K	﹤0.01%	469

Other funds holding CHTR

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hughes Financial Services's CHTR Position: Q2 2026 in Review

Hughes Financial Services increased its Charter Communications (CHTR) stake by 133% in Q2 2026, buying an estimated $668 and bringing the position to 7 shares worth $995. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Hughes Financial Services first reported a position in CHTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.34K in Q1 2025. 156 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Hughes Financial Services held 7 shares of Charter Communications worth $995 as of Q2 2026.
Hughes Financial Services bought 4 Charter Communications shares in Q2 2026, an estimated $668.
Charter Communications made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #924 holding.
Hughes Financial Services first reported a position in Charter Communications in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Charter Communications position peaked at $3.34K in Q1 2025.
156 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.