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Laurel Wealth Advisors (North Carolina)’s Charter Communications CHTR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-17
Closed -$3.55K – 280
2025
Q4 		$3.55K Buy
+17
New +$3.82K ﹤0.01% 573
2025
Q2 		– Sell
-17
Closed -$6.27K – 283
2025
Q1 		$6.27K Hold
17
– – ﹤0.01% 517
2024
Q4 		$5.83K Buy
17
+5
+42% +$1.81K ﹤0.01% 534
2024
Q3 		$3.89K Buy
12
+5
+71% +$1.68K ﹤0.01% 540
2024
Q2 		$2.09K Hold
7
– – ﹤0.01% 551
2024
Q1 		$2.04K Hold
7
– – ﹤0.01% 547
2023
Q4 		$2.72K Hold
7
– – ﹤0.01% 497
2023
Q3 		$3.08K Hold
7
– – ﹤0.01% 486
2023
Q2 		$2.57K Hold
7
– – ﹤0.01% 503
2023
Q1 		$2.5K Hold
7
– – ﹤0.01% 503
2022
Q4 		$2.37K Hold
7
– – ﹤0.01% 476
2022
Q3 		$2K Hold
7
– – ﹤0.01% 474
2022
Q2 		$3K Hold
7
– – ﹤0.01% 491
2022
Q1 		$4K Hold
7
– – ﹤0.01% 496
2021
Q4 		$5K Hold
7
– – ﹤0.01% 479
2021
Q3 		$5K Hold
7
– – ﹤0.01% 469
2021
Q2 		$5K Hold
7
– – ﹤0.01% 540
2021
Q1 		$4K Hold
7
– – ﹤0.01% 522
2020
Q4 		$5K Hold
7
– – ﹤0.01% 469
2020
Q3 		$4K Hold
7
– – ﹤0.01% 432
2020
Q2 		$4K Hold
7
– – ﹤0.01% 429
2020
Q1 		$3K Hold
7
– – ﹤0.01% 439
2019
Q4 		$3K Hold
7
– – ﹤0.01% 468
2019
Q3 		$3K Hold
7
– – ﹤0.01% 451
2019
Q2 		$3K Hold
7
– – ﹤0.01% 460
2019
Q1 		$2K Sell
7
-24
-77% -$7.91K ﹤0.01% 452
2018
Q4 		$9K Buy
+31
New +$9.72K ﹤0.01% 362

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CHTR Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 17 shares — an estimated $3.55K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CHTR in Q4 2018 and held it in 27 quarters. The position peaked at $9K in Q4 2018. 792 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 17 Charter Communications shares in Q1 2026, an estimated $3.55K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Charter Communications in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Charter Communications position peaked at $9K in Q4 2018.
  • 792 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.