Larson Financial Group’s Charter Communications CHTR Stock Holding History

Larson Financial Group’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	$301K	Buy	2,120 +2,040	+2,550%	+$340K	0.01%	703
2026 Q1	$17.3K	Sell	80 -1	-1%	-$217	﹤0.01%	1928
2025 Q4	$16.9K	Sell	81 -4	-5%	-$900	﹤0.01%	1811
2025 Q3	$23.4K	Sell	85 -26	-23%	-$7.86K	﹤0.01%	1546
2025 Q2	$45.4K	Buy	111 +14	+14%	+$5.36K	﹤0.01%	1110
2025 Q1	$35.7K	Buy	97 +40	+70%	+$14.3K	﹤0.01%	1148
2024 Q4	$19.5K	Sell	57 -10	-15%	-$3.62K	﹤0.01%	1224
2024 Q3	$21.7K	Buy	67 +50	+294%	+$16.8K	﹤0.01%	1172
2024 Q2	$5.08K	Buy	17 +4	+31%	+$1.09K	﹤0.01%	1446
2024 Q1	$3.78K	Hold	13	–	–	﹤0.01%	1250
2023 Q4	$5.05K	Sell	13 -19	-59%	-$7.75K	﹤0.01%	1180
2023 Q3	$14.1K	Hold	32	–	–	﹤0.01%	908
2023 Q2	$11.8K	Hold	32	–	–	﹤0.01%	883
2023 Q1	$11.4K	Hold	32	–	–	﹤0.01%	886
2022 Q4	$10.9K	Hold	32	–	–	﹤0.01%	839
2022 Q3	$10K	Buy	32 +20	+167%	+$8.56K	﹤0.01%	785
2022 Q2	$6K	Hold	12	–	–	﹤0.01%	821
2022 Q1	$7K	Hold	12	–	–	﹤0.01%	724
2021 Q4	$8K	Hold	12	–	–	﹤0.01%	720
2021 Q3	$9K	Hold	12	–	–	﹤0.01%	606
2021 Q2	$9K	Hold	12	–	–	﹤0.01%	571
2021 Q1	$7K	Hold	12	–	–	﹤0.01%	595
2020 Q4	$8K	Hold	12	–	–	﹤0.01%	520
2020 Q3	$7K	Hold	12	–	–	﹤0.01%	477
2020 Q2	$6K	Hold	12	–	–	﹤0.01%	447
2020 Q1	$5K	Hold	12	–	–	﹤0.01%	361
2019 Q4	$6K	Hold	12	–	–	﹤0.01%	345
2019 Q3	$5K	Hold	12	–	–	﹤0.01%	360
2019 Q2	$5K	Hold	12	–	–	﹤0.01%	304
2019 Q1	$4K	Hold	12	–	–	﹤0.01%	313
2018 Q4	$3K	Buy	+12	New	+$3.76K	﹤0.01%	317

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

Larson Financial Group's CHTR Position: Q2 2026 in Review

Larson Financial Group increased its Charter Communications (CHTR) stake by 2,550% in Q2 2026, buying an estimated $340K and bringing the position to 2,120 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #703.

Larson Financial Group first reported a position in CHTR in Q4 2018 and has held it in 31 quarters since. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Larson Financial Group held 2,120 shares of Charter Communications worth $301K as of Q2 2026.
Larson Financial Group bought 2,040 Charter Communications shares in Q2 2026, an estimated $340K.
Charter Communications made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #703 holding.
Larson Financial Group first reported a position in Charter Communications in Q4 2018 and has held it in 31 quarters since.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.