NewEdge Wealth’s Charter Communications CHTR Stock Holding History

NewEdge Wealth’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	-1,569	Closed	-$327K	–	1150
2025 Q4	$327K	Buy	+1,569	New	+$353K	﹤0.01%	991
2022 Q3	–	Sell	-1,251	Closed	-$586K	–	533
2022 Q2	$586K	Sell	1,251 -257	-17%	-$125K	0.03%	365
2022 Q1	$823K	Sell	1,508 -115	-7%	-$67.5K	0.04%	240
2021 Q4	$1.06M	Hold	1,623	–	–	0.04%	231
2021 Q3	$1.18M	Buy	1,623 +113	+7%	+$85.7K	0.07%	169
2021 Q2	$1.09M	Sell	1,510 -413	-21%	-$278K	0.08%	169
2021 Q1	$1.19M	Buy	+1,923	New	+$1.2M	0.12%	142

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NewEdge Wealth's CHTR Position: Q1 2026 in Review

NewEdge Wealth sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,569 shares — an estimated $327K sold.

NewEdge Wealth first reported a position in CHTR in Q1 2021 and held it in 7 quarters. The position peaked at $1.19M in Q1 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

NewEdge Wealth reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 1,569 Charter Communications shares in Q1 2026, an estimated $327K.
NewEdge Wealth first reported a position in Charter Communications in Q1 2021 and held it in 7 quarters.
NewEdge Wealth's Charter Communications position peaked at $1.19M in Q1 2021.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

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