Marshall Investment Management’s Charter Communications CHTR Stock Holding History

Marshall Investment 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 Q2	$995	Buy	+7	New	+$1.17K	﹤0.01%	422

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Investment Management's CHTR Position: Q2 2026 in Review

Marshall Investment Management opened a new position in Charter Communications (CHTR) in Q2 2026: 7 shares worth $995. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Marshall Investment Management held 7 shares of Charter Communications worth $995 as of Q2 2026.
Charter Communications was a new Marshall Investment Management position in Q2 2026.
Charter Communications made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #422 holding.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.