&Partners’s Charter Communications CHTR Stock Holding History

&Partners’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	$485K	Buy	2,238 +376	+20%	+$81.5K	﹤0.01%	1713
2025 Q4	$380K	Sell	1,862 -419	-18%	-$94.3K	﹤0.01%	1772
2025 Q3	$627K	Sell	2,281 -96	-4%	-$29K	﹤0.01%	1321
2025 Q2	$972K	Buy	2,377 +1,142	+92%	+$437K	0.01%	994
2025 Q1	$456K	Sell	1,235 -37	-3%	-$13.2K	﹤0.01%	1176
2024 Q4	$459K	Buy	+1,272	New	+$460K	0.01%	1110

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

&Partners's CHTR Position: Q1 2026 in Review

&Partners increased its Charter Communications (CHTR) stake by 20% in Q1 2026, buying an estimated $81.5K and bringing the position to 2,238 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

&Partners first reported a position in CHTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $972K in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

&Partners held 2,238 shares of Charter Communications worth $485K as of Q1 2026.
&Partners bought 376 Charter Communications shares in Q1 2026, an estimated $81.5K.
Charter Communications made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1713 holding.
&Partners first reported a position in Charter Communications in Q4 2024 and has held it in 6 quarters since.
&Partners's Charter Communications position peaked at $972K in Q2 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.