Lido Advisors’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.01M Buy
7,097
+573
+9% +$95.6K ﹤0.01% 1087
2026
Q1
$1.41M Buy
6,524
+616
+10% +$133K ﹤0.01% 820
2025
Q4
$1.61M Buy
5,908
+51
+0.9% +$11.5K ﹤0.01% 796
2025
Q3
$1.61M Buy
5,857
+128
+2% +$38.7K 0.01% 758
2025
Q2
$2.34M Sell
5,729
-1,282
-18% -$491K 0.01% 545
2025
Q1
$2.58M Sell
7,011
-637
-8% -$228K 0.01% 486
2024
Q4
$2.38M Buy
7,648
+539
+8% +$195K 0.01% 486
2024
Q3
$2.3M Sell
7,109
-6
-0.1% -$2.02K 0.01% 440
2024
Q2
$2.13M Sell
7,115
-18,377
-72% -$5.02M 0.01% 436
2024
Q1
$7.41M Buy
25,492
+2,508
+11% +$806K 0.04% 220
2023
Q4
$8.93M Buy
22,984
+15,793
+220% +$6.44M 0.06% 180
2023
Q3
$3.16M Buy
7,191
+86
+1% +$35.8K 0.02% 304
2023
Q2
$2.61M Sell
7,105
-118
-2% -$40.3K 0.02% 324
2023
Q1
$2.58M Buy
7,223
+201
+3% +$75.1K 0.03% 297
2022
Q4
$2.38M Sell
7,022
-1,192
-15% -$419K 0.03% 269
2022
Q3
$2.49M Buy
8,214
+108
+1% +$46.2K 0.03% 224
2022
Q2
$3.8M Buy
8,106
+35
+0.4% +$17.1K 0.05% 151
2022
Q1
$4.4M Buy
8,071
+814
+11% +$478K 0.05% 159
2021
Q4
$4.73M Buy
7,257
+294
+4% +$200K 0.05% 167
2021
Q3
$5.07M Buy
6,963
+191
+3% +$145K 0.07% 154
2021
Q2
$4.89M Sell
6,772
-644
-9% -$434K 0.07% 155
2021
Q1
$4.58M Sell
7,416
-11
-0.1% -$6.87K 0.08% 144
2020
Q4
$4.91M Buy
7,427
+5,667
+322% +$3.61M 0.1% 121
2020
Q3
$1.1M Sell
1,760
-479
-21% -$283K 0.03% 245
2020
Q2
$1.14M Hold
2,239
0.03% 225
2020
Q1
$977K Buy
2,239
+45
+2% +$22K 0.04% 230
2019
Q4
$1.06M Sell
2,194
-514
-19% -$237K 0.04% 252
2019
Q3
$1.12M Buy
+2,708
New +$1.09M 0.06% 193
2019
Q1
Sell
-2,657
Closed -$757K 520
2018
Q4
$757K Sell
2,657
-108
-4% -$33.9K 0.07% 160
2018
Q3
$901K Buy
2,765
+58
+2% +$17.7K 0.09% 138
2018
Q2
$793K Buy
2,707
+5
+0.2% +$1.44K 0.09% 137
2018
Q1
$840K Sell
2,702
-18
-0.7% -$6.33K 0.11% 119
2017
Q4
$913K Sell
2,720
-1
-0% -$340 0.13% 94
2017
Q3
$909K Hold
2,721
0.15% 88
2017
Q2
$917K Sell
2,721
-9
-0.3% -$3K 0.19% 67
2017
Q1
$884K Sell
2,730
-30
-1% -$9.56K 0.24% 65
2016
Q4
$795K Buy
+2,760
New +$743K 0.2% 51

Other funds holding CHTR

Lido Advisors's CHTR Position: Q2 2026 in Review

Lido Advisors increased its Charter Communications (CHTR) stake by 8.8% in Q2 2026, buying an estimated $95.6K and bringing the position to 7,097 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Lido Advisors first reported a position in CHTR in Q4 2016 and has held it in 37 quarters since. The position peaked at $8.93M in Q4 2023. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Lido Advisors held 7,097 shares of Charter Communications worth $1.01M as of Q2 2026.
  • Lido Advisors bought 573 Charter Communications shares in Q2 2026, an estimated $95.6K.
  • Charter Communications made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1087 holding.
  • Lido Advisors first reported a position in Charter Communications in Q4 2016 and has held it in 37 quarters since.
  • Lido Advisors's Charter Communications position peaked at $8.93M in Q4 2023.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.