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CHTR icon

NewEdge Advisors’s Charter Communications CHTR Stock Holding History

NewEdge 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 		$380K Buy
1,762
+104
+6% +$22.5K ﹤0.01% 2178
2025
Q4 		$346K Buy
1,658
+32
+2% +$7.2K ﹤0.01% 2213
2025
Q3 		$447K Buy
1,626
+515
+46% +$156K ﹤0.01% 1901
2025
Q2 		$454K Buy
1,111
+425
+62% +$163K ﹤0.01% 1749
2025
Q1 		$253K Sell
686
-25
-4% -$8.94K ﹤0.01% 1991
2024
Q4 		$244K Sell
711
-987
-58% -$357K ﹤0.01% 1986
2024
Q3 		$550K Sell
1,698
-51
-3% -$17.2K ﹤0.01% 1424
2024
Q2 		$523K Sell
1,749
-156
-8% -$42.6K ﹤0.01% 1399
2024
Q1 		$554K Sell
1,905
-1,308
-41% -$420K ﹤0.01% 1293
2023
Q4 		$1.24M Sell
3,213
-378
-11% -$154K 0.01% 844
2023
Q3 		$1.58M Sell
3,591
-427
-11% -$178K 0.02% 674
2023
Q2 		$1.48M Sell
4,018
-2,684
-40% -$916K 0.02% 704
2023
Q1 		$2.4M Buy
6,702
+3,270
+95% +$1.22M 0.03% 477
2022
Q4 		$80.8K Sell
3,432
-175
-5% -$61.5K ﹤0.01% 1523
2022
Q3 		$1.09M Buy
+3,607
New +$1.54M 0.02% 620
2022
Q1 		– Sell
-1,211
Closed -$790K – 1226
2021
Q4 		$790K Buy
+1,211
New +$825K 0.01% 851
2021
Q1 		– Sell
-360
Closed -$238K – 1039
2020
Q4 		$238K Buy
360
+20
+6% +$12.7K 0.01% 828
2020
Q3 		$212K Buy
+340
New +$201K 0.01% 809
2020
Q2 		– Sell
-962
Closed -$420K – 871
2020
Q1 		$420K Buy
+962
New +$470K 0.02% 502
2019
Q4 		– Sell
-1,056
Closed -$436K – 823
2019
Q3 		$436K Buy
+1,056
New +$426K 0.02% 541

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

NewEdge Advisors's CHTR Position: Q1 2026 in Review

NewEdge Advisors increased its Charter Communications (CHTR) stake by 6.3% in Q1 2026, buying an estimated $22.5K and bringing the position to 1,762 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

NewEdge Advisors first reported a position in CHTR in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.4M in Q1 2023. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • NewEdge Advisors held 1,762 shares of Charter Communications worth $380K as of Q1 2026.
  • NewEdge Advisors bought 104 Charter Communications shares in Q1 2026, an estimated $22.5K.
  • Charter Communications made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2178 holding.
  • NewEdge Advisors first reported a position in Charter Communications in Q3 2019 and has held it in 20 quarters since.
  • NewEdge Advisors's Charter Communications position peaked at $2.4M in Q1 2023.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.