Legacy Financial Advisors’s Charter Communications CHTR Stock Holding History

Legacy Financial Advisors’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	$203K	Sell	1,424 -864	-38%	-$144K	0.02%	424
2026 Q1	$494K	Sell	2,288 -104	-4%	-$22.5K	0.07%	240
2025 Q4	$499K	Buy	2,392 +373	+18%	+$83.9K	0.07%	217
2025 Q3	$555K	Buy	2,019 +83	+4%	+$25.1K	0.08%	216
2025 Q2	$791K	Buy	+1,936	New	+$741K	0.12%	144
2019 Q2	–	Sell	-3	Closed	-$1K	–	260
2019 Q1	$1K	Hold	3	–	–	﹤0.01%	957
2018 Q4	$1K	Sell	3 -15	-83%	-$4.71K	﹤0.01%	886
2018 Q3	$5K	Buy	18 +15	+500%	+$4.58K	﹤0.01%	679
2018 Q2	$1K	Hold	3	–	–	﹤0.01%	855
2018 Q1	$0	Sell	3 -80	-96%	-$28.1K	﹤0.01%	827
2017 Q4	$27K	Buy	+83	New	+$28.2K	0.01%	322

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

Legacy Financial Advisors's CHTR Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Charter Communications (CHTR) stake by 38% in Q2 2026, selling an estimated $144K and leaving 1,424 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #424.

Legacy Financial Advisors first reported a position in CHTR in Q4 2017 and has held it in 11 quarters since. The position peaked at $791K in Q2 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Legacy Financial Advisors held 1,424 shares of Charter Communications worth $203K as of Q2 2026.
Legacy Financial Advisors sold 864 Charter Communications shares in Q2 2026, an estimated $144K.
Charter Communications made up 0.02% of Legacy Financial Advisors's portfolio in Q2 2026, its #424 holding.
Legacy Financial Advisors first reported a position in Charter Communications in Q4 2017 and has held it in 11 quarters since.
Legacy Financial Advisors's Charter Communications position peaked at $791K in Q2 2025.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.