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Limestone Investment Advisors’s Charter Communications CHTR Stock Holding History

Limestone Investment 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
-2,074
Closed -$433K – 428
2025
Q4 		$433K Sell
2,074
-657
-24% -$148K 0.04% 250
2025
Q3 		$751K Buy
+2,731
New +$825K 0.06% 216

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 $5.72T 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 $75B 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

Limestone Investment Advisors's CHTR Position: Q1 2026 in Review

Limestone Investment Advisors sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 2,074 shares — an estimated $433K sold.

Limestone Investment Advisors first reported a position in CHTR in Q3 2025 and held it in 2 quarters. The position peaked at $751K in Q3 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Limestone Investment Advisors reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 2,074 Charter Communications shares in Q1 2026, an estimated $433K.
  • Limestone Investment Advisors first reported a position in Charter Communications in Q3 2025 and held it in 2 quarters.
  • Limestone Investment Advisors's Charter Communications position peaked at $751K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.