Investment House LLC’s Charter Communications CHTR Stock Holding History

Investment House LLC’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	$1.79M	Buy	+12,599	New	+$2.1M	0.08%	129
2022 Q1	–	Sell	-323	Closed	-$211K	–	173
2021 Q4	$211K	Sell	323 -279	-46%	-$190K	0.01%	176
2021 Q3	$438K	Sell	602 -56	-9%	-$42.5K	0.03%	146
2021 Q2	$474K	Sell	658 -17	-3%	-$11.4K	0.03%	150
2021 Q1	$416K	Sell	675 -3	-0.4%	-$1.88K	0.03%	153
2020 Q4	$449K	Sell	678 -19	-3%	-$12.1K	0.03%	164
2020 Q3	$435K	Hold	697	–	–	0.03%	151
2020 Q2	$355K	Buy	697 +3	+0.4%	+$1.52K	0.03%	151
2020 Q1	$303K	Sell	694 -86	-11%	-$42.1K	0.03%	139
2019 Q4	$378K	Hold	780	–	–	0.04%	170
2019 Q3	$321K	Sell	780 -558	-42%	-$225K	0.03%	163
2019 Q2	$529K	Buy	+1,338	New	+$501K	0.06%	137

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

Investment House LLC's CHTR Position: Q2 2026 in Review

Investment House LLC opened a new position in Charter Communications (CHTR) in Q2 2026: 12,599 shares worth $1.79M. The stake represents 0.08% of the portfolio and ranks #129 among its holdings. This is a return to the name: Investment House LLC previously reported a position in CHTR as recently as Q4 2021.

Investment House LLC first reported a position in CHTR in Q2 2019 and has held it in 12 quarters since. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Investment House LLC held 12,599 shares of Charter Communications worth $1.79M as of Q2 2026.
Charter Communications was a new Investment House LLC position in Q2 2026.
Charter Communications made up 0.08% of Investment House LLC's portfolio in Q2 2026, its #129 holding.
Investment House LLC first reported a position in Charter Communications in Q2 2019 and has held it in 12 quarters since.
787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.