Key Financial Inc’s Charter Communications CHTR Stock Holding History

Key Financial Inc’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	$284	Hold	2	–	–	﹤0.01%	1296
2026 Q1	$432	Hold	2	–	–	﹤0.01%	1316
2025 Q4	$418	Hold	2	–	–	﹤0.01%	1340
2025 Q3	$550	Sell	2 -1	-33%	-$302	﹤0.01%	1328
2025 Q2	$1.23K	Hold	3	–	–	﹤0.01%	1249
2025 Q1	$1.11K	Hold	3	–	–	﹤0.01%	1221
2024 Q4	$1.03K	Buy	3 +2	+200%	+$723	﹤0.01%	1226
2024 Q3	$324	Buy	+1	New	+$336	﹤0.01%	1293
2024 Q2	–	Sell	-11	Closed	-$3.2K	–	1349
2024 Q1	$3.2K	Hold	11	–	–	﹤0.01%	1038
2023 Q4	$4.28K	Hold	11	–	–	﹤0.01%	978
2023 Q3	$4.84K	Hold	11	–	–	﹤0.01%	915
2023 Q2	$4.04K	Buy	+11	New	+$3.75K	﹤0.01%	1010

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

Key Financial Inc's CHTR Position: Q2 2026 in Review

Key Financial Inc held its Charter Communications (CHTR) position steady in Q2 2026 at 2 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Key Financial Inc first reported a position in CHTR in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.84K in Q3 2023. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Key Financial Inc held 2 shares of Charter Communications worth $284 as of Q2 2026.
Key Financial Inc left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1296 holding.
Key Financial Inc first reported a position in Charter Communications in Q2 2023 and has held it in 12 quarters since.
Key Financial Inc's Charter Communications position peaked at $4.84K in Q3 2023.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.