Independent Advisor Alliance’s Charter Communications CHTR Stock Holding History

Independent Advisor Alliance’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	-1,309	Closed	-$283K	–	1131
2026 Q1	$283K	Buy	1,309 +51	+4%	+$11K	﹤0.01%	1347
2025 Q4	$263K	Buy	+1,258	New	+$283K	0.01%	836
2025 Q3	–	Sell	-627	Closed	-$256K	–	954
2025 Q2	$256K	Buy	627 +45	+8%	+$17.2K	0.01%	766
2025 Q1	$214K	Buy	+582	New	+$208K	0.01%	754
2018 Q3	–	Sell	-1,260	Closed	-$342K	–	384
2018 Q2	$342K	Sell	1,260 -15	-1%	-$4.31K	0.07%	225
2018 Q1	$388K	Buy	+1,275	New	+$448K	0.09%	218

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

Independent Advisor Alliance's CHTR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1,309 shares — an estimated $283K sold.

Independent Advisor Alliance first reported a position in CHTR in Q1 2018 and held it in 6 quarters. The position peaked at $388K in Q1 2018. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Independent Advisor Alliance reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,309 Charter Communications shares in Q2 2026, an estimated $283K.
Independent Advisor Alliance first reported a position in Charter Communications in Q1 2018 and held it in 6 quarters.
Independent Advisor Alliance's Charter Communications position peaked at $388K in Q1 2018.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.