Lido Advisors’s Charter Communications CHTR Stock Holding History

Lido 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	–	Sell	-800	Closed	-$167K	–	1978
2025 Q4	$167K	Hold	800	–	–	﹤0.01%	1796
2025 Q3	$220K	Hold	800	–	–	﹤0.01%	1643
2025 Q2	$327K	Buy	800 +400	+100%	+$153K	﹤0.01%	1296
2025 Q1	$147K	Hold	400	–	–	﹤0.01%	1418
2024 Q4	$137K	Sell	400 -400	-50%	-$145K	﹤0.01%	1422
2024 Q3	$259K	Hold	800	–	–	﹤0.01%	1218
2024 Q2	$239K	Sell	800 -800	-50%	-$218K	﹤0.01%	1219
2024 Q1	$465K	Hold	1,600	–	–	﹤0.01%	930
2023 Q4	$622K	Buy	1,600 +1,100	+220%	+$449K	﹤0.01%	782
2023 Q3	$220K	Hold	500	–	–	﹤0.01%	1046
2023 Q2	$184K	Buy	+500	New	+$171K	﹤0.01%	1108
2022 Q3	–	Sell	-2,200	Closed	-$1.03M	–	962
2022 Q2	$1.03M	Hold	2,200	–	–	0.01%	346
2022 Q1	$1.2M	Sell	2,200 -800	-27%	-$470K	0.01%	358
2021 Q4	$1.96M	Hold	3,000	–	–	0.02%	278
2021 Q3	$2.18M	Buy	3,000 +400	+15%	+$303K	0.03%	257
2021 Q2	$1.88M	Buy	2,600 +600	+30%	+$404K	0.03%	270
2021 Q1	$1.23M	Buy	+2,000	New	+$1.25M	0.02%	296

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lido Advisors's CHTR Position: Q1 2026 in Review

Lido Advisors increased its Charter Communications (CHTR) stake by 10% in Q1 2026, buying an estimated $133K and bringing the position to 6,524 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Lido Advisors first reported a position in CHTR in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.93M in Q4 2023. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Lido Advisors held 6,524 shares of Charter Communications worth $1.41M as of Q1 2026.
Lido Advisors bought 616 Charter Communications shares in Q1 2026, an estimated $133K.
Charter Communications made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #820 holding.
Lido Advisors first reported a position in Charter Communications in Q4 2016 and has held it in 36 quarters since.
Lido Advisors's Charter Communications position peaked at $8.93M in Q4 2023.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.