OF
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Optimize Financial’s Charter Communications CHTR Stock Holding History

Optimize Financial’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
-5,740
Closed -$1.2M – 329
2025
Q4 		$1.2M Buy
5,740
+80
+1% +$18K 0.6% 38
2025
Q3 		$1.56M Buy
+5,660
New +$1.71M 0.81% 16

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

Optimize Financial's CHTR Position: Q1 2026 in Review

Optimize Financial sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 5,740 shares — an estimated $1.2M sold.

Optimize Financial first reported a position in CHTR in Q3 2025 and held it in 2 quarters. The position peaked at $1.56M in Q3 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Optimize Financial reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 5,740 Charter Communications shares in Q1 2026, an estimated $1.2M.
  • Optimize Financial first reported a position in Charter Communications in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Charter Communications position peaked at $1.56M in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.