Laurie J. Hall Trustee’s Charter Communications CHTR Stock Holding History

Laurie J. Hall Trustee’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	$377K	Hold	2,650	–	–	0.12%	81
2026 Q1	$572K	Hold	2,650	–	–	0.2%	71
2025 Q4	$553K	Sell	2,650 -45	-2%	-$10.1K	0.18%	73
2025 Q3	$741K	Hold	2,695	–	–	0.24%	66
2025 Q2	$1.1M	Hold	2,695	–	–	0.36%	62
2025 Q1	$993K	Hold	2,695	–	–	0.35%	62
2024 Q4	$923K	Sell	2,695 -20	-0.7%	-$7.23K	0.3%	66
2024 Q3	$880K	Hold	2,715	–	–	0.28%	71
2024 Q2	$811K	Sell	2,715 -60	-2%	-$16.4K	0.28%	66
2024 Q1	$807K	Sell	2,775 -95	-3%	-$30.5K	0.28%	65
2023 Q4	$1.11M	Hold	2,870	–	–	0.43%	52
2023 Q3	$1.26M	Hold	2,870	–	–	0.54%	47
2023 Q2	$1.05M	Hold	2,870	–	–	0.42%	55
2023 Q1	$1.03M	Hold	2,870	–	–	0.44%	52
2022 Q4	$973K	Hold	2,870	–	–	0.44%	54
2022 Q3	$871K	Sell	2,870 -50	-2%	-$21.4K	0.43%	56
2022 Q2	$1.37M	Hold	2,920	–	–	0.64%	47
2022 Q1	$1.59M	Hold	2,920	–	–	0.61%	49
2021 Q4	$1.9M	Sell	2,920 -20	-0.7%	-$13.6K	0.67%	46
2021 Q3	$2.14M	Sell	2,940 -71	-2%	-$53.9K	0.83%	40
2021 Q2	$2.17M	Hold	3,011	–	–	0.82%	43
2021 Q1	$1.86M	Hold	3,011	–	–	0.71%	49
2020 Q4	$1.99M	Hold	3,011	–	–	0.81%	44
2020 Q3	$1.88M	Buy	+3,011	New	+$1.78M	0.84%	43
2019 Q4	$1.5M	Hold	3,086	–	–	0.69%	46
2019 Q3	$1.27M	Hold	3,086	–	–	0.65%	44
2019 Q2	$1.22M	Hold	3,086	–	–	0.63%	47
2019 Q1	$1.07M	Hold	3,086	–	–	0.56%	52
2018 Q4	$1.05M	Hold	3,086	–	–	0.58%	49
2018 Q3	$1M	Hold	3,086	–	–	0.53%	51
2018 Q2	$905K	Hold	3,086	–	–	0.52%	51
2018 Q1	$960K	Hold	3,086	–	–	0.58%	46
2017 Q4	$1.04M	Hold	3,086	–	–	0.59%	46
2017 Q3	$1.12M	Hold	3,086	–	–	0.7%	41
2017 Q2	$1.04M	Hold	3,086	–	–	0.66%	43
2017 Q1	$1.02M	Hold	3,086	–	–	0.65%	45
2016 Q4	$920K	Buy	+3,086	New	+$831K	0.59%	48
2016 Q2	$741K	Buy	+3,086	New	+$663K	0.48%	49

Other funds holding CHTR

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Laurie J. Hall Trustee's CHTR Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Charter Communications (CHTR) position steady in Q2 2026 at 2,650 shares worth $377K. The position accounts for 0.12% of the portfolio, ranked #81.

Laurie J. Hall Trustee first reported a position in CHTR in Q2 2016 and has held it in 38 quarters since. The position peaked at $2.17M in Q2 2021. 78 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Laurie J. Hall Trustee held 2,650 shares of Charter Communications worth $377K as of Q2 2026.
Laurie J. Hall Trustee left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up 0.12% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #81 holding.
Laurie J. Hall Trustee first reported a position in Charter Communications in Q2 2016 and has held it in 38 quarters since.
Laurie J. Hall Trustee's Charter Communications position peaked at $2.17M in Q2 2021.
78 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.