Investors Portfolio Services’s Charter Communications CHTR Stock Holding History

Investors Portfolio 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	$427	Hold	3	–	–	﹤0.01%	543
2026 Q1	$648	Hold	3	–	–	﹤0.01%	454
2025 Q4	$627	Buy	+3	New	+$675	﹤0.01%	350

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

Investors Portfolio Services's CHTR Position: Q2 2026 in Review

Investors Portfolio Services held its Charter Communications (CHTR) position steady in Q2 2026 at 3 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Investors Portfolio Services first reported a position in CHTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $648 in Q1 2026. 782 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Investors Portfolio Services held 3 shares of Charter Communications worth $427 as of Q2 2026.
Investors Portfolio Services left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #543 holding.
Investors Portfolio Services first reported a position in Charter Communications in Q4 2025 and has held it in 3 quarters since.
Investors Portfolio Services's Charter Communications position peaked at $648 in Q1 2026.
782 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.