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Nalls Sherbakoff Group’s Charter Communications CHTR Stock Holding History

Nalls Sherbakoff 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
Q1 		– Sell
-4
Closed -$835 – 426
2025
Q4 		$835 Hold
4
– – ﹤0.01% 414
2025
Q3 		$1.1K Hold
4
– – ﹤0.01% 400
2025
Q2 		$1.64K Hold
4
– – ﹤0.01% 391
2025
Q1 		$1.47K Buy
+4
New +$1.43K ﹤0.01% 392
2023
Q4 		$1.55K Hold
4
– – ﹤0.01% 364
2023
Q3 		$1.76K Hold
4
– – ﹤0.01% 359
2023
Q2 		$1.3K Hold
4
– – ﹤0.01% 394
2023
Q1 		$1.4K Buy
+4
New +$1.49K ﹤0.01% 411

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nalls Sherbakoff Group's CHTR Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 4 shares — an estimated $835 sold.

Nalls Sherbakoff Group first reported a position in CHTR in Q1 2023 and held it in 8 quarters. The position peaked at $1.76K in Q3 2023. 791 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Nalls Sherbakoff Group reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 4 Charter Communications shares in Q1 2026, an estimated $835.
  • Nalls Sherbakoff Group first reported a position in Charter Communications in Q1 2023 and held it in 8 quarters.
  • Nalls Sherbakoff Group's Charter Communications position peaked at $1.76K in Q3 2023.
  • 791 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.