NewEdge Advisors
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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
Q3 		$532K Sell
4,793
-703
-13% -$97.9K ﹤0.01% 2163
2026
Q2 		$782K Buy
5,496
+3,734
+212% +$623K ﹤0.01% 1825
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 $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Lind Value II ApS
Lind Value II ApS Aarhus C, Denmark $655M AUM 42.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

NewEdge Advisors's CHTR Position: Q3 2026 in Review

NewEdge Advisors reduced its Charter Communications (CHTR) stake by 13% in Q3 2026, selling an estimated $97.9K and leaving 4,793 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

NewEdge Advisors first reported a position in CHTR in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.4M in Q1 2023. 644 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • NewEdge Advisors held 4,793 shares of Charter Communications worth $532K as of Q3 2026.
  • NewEdge Advisors sold 703 Charter Communications shares in Q3 2026, an estimated $97.9K.
  • Charter Communications made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2163 holding.
  • NewEdge Advisors first reported a position in Charter Communications in Q3 2019 and has held it in 22 quarters since.
  • NewEdge Advisors's Charter Communications position peaked at $2.4M in Q1 2023.
  • 644 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.