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Merit Financial Group’s Charter Communications CHTR Stock Holding History

Merit Financial Group’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 		$1.9M Buy
13,326
+10,716
+411% +$1.79M 0.01% 776
2026
Q1 		$563K Buy
2,610
+152
+6% +$32.9K ﹤0.01% 1309
2025
Q4 		$513K Sell
2,458
-2,336
-49% -$525K ﹤0.01% 1299
2025
Q3 		$1.32M Buy
4,794
+3,772
+369% +$1.14M 0.01% 729
2025
Q2 		$418K Buy
1,022
+467
+84% +$179K ﹤0.01% 1182
2025
Q1 		$205K Buy
+555
New +$199K ﹤0.01% 1296
2023
Q1 		– Sell
-629
Closed -$213K – 650
2022
Q4 		$213K Buy
+629
New +$221K 0.01% 611
2022
Q3 		– Sell
-1,040
Closed -$487K – 590
2022
Q2 		$487K Buy
+1,040
New +$507K 0.02% 364

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's CHTR Position: Q2 2026 in Review

Merit Financial Group increased its Charter Communications (CHTR) stake by 411% in Q2 2026, buying an estimated $1.79M and bringing the position to 13,326 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #776.

Merit Financial Group first reported a position in CHTR in Q2 2022 and has held it in 8 quarters since. 75 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Merit Financial Group held 13,326 shares of Charter Communications worth $1.9M as of Q2 2026.
  • Merit Financial Group bought 10,716 Charter Communications shares in Q2 2026, an estimated $1.79M.
  • Charter Communications made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #776 holding.
  • Merit Financial Group first reported a position in Charter Communications in Q2 2022 and has held it in 8 quarters since.
  • 75 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.