Mercer Global Advisors
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Mercer Global Advisors’s Charter Communications CHTR Stock Holding History

Mercer Global 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 		$2.6M Sell
12,030
-472
-4% -$102K ﹤0.01% 1067
2025
Q4 		$2.61M Sell
12,502
-1,602
-11% -$360K ﹤0.01% 982
2025
Q3 		$3.88M Buy
14,104
+4,760
+51% +$1.44M 0.01% 767
2025
Q2 		$3.82M Buy
9,344
+250
+3% +$95.7K 0.01% 654
2025
Q1 		$3.35M Buy
9,094
+20
+0.2% +$7.15K 0.01% 661
2024
Q4 		$3.11M Buy
9,074
+5,357
+144% +$1.94M 0.01% 681
2024
Q3 		$1.22M Buy
3,717
+5
+0.1% +$1.68K ﹤0.01% 941
2024
Q2 		$1.27M Buy
3,712
+282
+8% +$77K ﹤0.01% 863
2024
Q1 		$997K Buy
3,430
+543
+19% +$175K ﹤0.01% 967
2023
Q4 		$1.12M Buy
2,887
+52
+2% +$21.2K ﹤0.01% 928
2023
Q3 		$1.25M Sell
2,835
-11
-0.4% -$4.57K ﹤0.01% 853
2023
Q2 		$1.05M Sell
2,846
-176
-6% -$60.1K ﹤0.01% 935
2023
Q1 		$1.08M Buy
3,022
+74
+3% +$27.6K ﹤0.01% 884
2022
Q4 		$1M Sell
2,948
-119
-4% -$41.8K 0.01% 914
2022
Q3 		$931K Sell
3,067
-504
-14% -$216K 0.01% 871
2022
Q2 		$1.67M Sell
3,571
-554
-13% -$270K 0.01% 663
2022
Q1 		$2.25M Sell
4,125
-407
-9% -$239K 0.01% 616
2021
Q4 		$2.96M Buy
4,532
+92
+2% +$62.6K 0.02% 505
2021
Q3 		$3.23M Sell
4,440
-3,504
-44% -$2.66M 0.02% 465
2021
Q2 		$5.73M Sell
7,944
-136
-2% -$91.5K 0.04% 304
2021
Q1 		$4.99M Sell
8,080
-4,800
-37% -$3M 0.05% 299
2020
Q4 		$8.52M Buy
12,880
+58
+0.5% +$36.9K 0.11% 144
2020
Q3 		$8.01M Buy
12,822
+1,529
+14% +$902K 0.12% 129
2020
Q2 		$5.76M Buy
11,293
+1,419
+14% +$720K 0.1% 145
2020
Q1 		$4.31M Buy
9,874
+4,588
+87% +$2.24M 0.09% 185
2019
Q4 		$2.56M Buy
5,286
+199
+4% +$91.6K 0.05% 288
2019
Q3 		$2.1M Buy
5,087
+1
+0% +$404 0.05% 297
2019
Q2 		$2.01M Buy
5,086
+281
+6% +$105K 0.05% 283
2019
Q1 		$1.67M Buy
+4,805
New +$1.58M 0.06% 282

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

Mercer Global Advisors's CHTR Position: Q1 2026 in Review

Mercer Global Advisors reduced its Charter Communications (CHTR) stake by 3.8% in Q1 2026, selling an estimated $102K and leaving 12,030 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Mercer Global Advisors first reported a position in CHTR in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.52M in Q4 2020. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Mercer Global Advisors held 12,030 shares of Charter Communications worth $2.6M as of Q1 2026.
  • Mercer Global Advisors sold 472 Charter Communications shares in Q1 2026, an estimated $102K.
  • Charter Communications made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1067 holding.
  • Mercer Global Advisors first reported a position in Charter Communications in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Charter Communications position peaked at $8.52M in Q4 2020.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

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