Marquette Asset Management’s Charter Communications CHTR Stock Holding History

Marquette Asset Management’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 Q3	$111	Buy	+1	New	+$139	﹤0.01%	781
2026 Q2	–	Sell	-5	Closed	-$1.08K	–	860
2026 Q1	$1.08K	Buy	+5	New	+$1.08K	﹤0.01%	660
2023 Q4	–	Sell	-33	Closed	-$14.5K	–	218
2023 Q3	$14.5K	Hold	33	–	–	﹤0.01%	191
2023 Q2	$12.1K	Buy	+33	New	+$11.3K	﹤0.01%	217
2022 Q3	–	Sell	-1	Closed	–	–	258
2022 Q2	$0	Hold	1	–	–	﹤0.01%	311
2022 Q1	$1K	Buy	+1	New	+$587	﹤0.01%	283

Other funds holding CHTR

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Marquette Asset Management's CHTR Position: Q3 2026 in Review

Marquette Asset Management opened a new position in Charter Communications (CHTR) in Q3 2026: 1 share worth $111. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in CHTR as recently as Q1 2026.

Marquette Asset Management first reported a position in CHTR in Q1 2022 and has held it in 6 quarters since. The position peaked at $14.5K in Q3 2023. 46 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Marquette Asset Management held 1 share of Charter Communications worth $111 as of Q3 2026.
Charter Communications was a new Marquette Asset Management position in Q3 2026.
Charter Communications made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #781 holding.
Marquette Asset Management first reported a position in Charter Communications in Q1 2022 and has held it in 6 quarters since.
Marquette Asset Management's Charter Communications position peaked at $14.5K in Q3 2023.
46 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.