LFA
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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
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 – 261
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return