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Personal CFO Solutions’s Charter Communications CHTR Stock Holding History

Personal CFO Solutions’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
Q2 		$424K Sell
2,981
-143
-5% -$23.9K 0.06% 291
2026
Q1 		$674K Buy
+3,124
New +$677K 0.09% 195
2020
Q2 		– Sell
-608
Closed -$265K – 321
2020
Q1 		$265K Buy
608
+25
+4% +$12.2K 0.1% 187
2019
Q4 		$282K Buy
+583
New +$268K 0.08% 225

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal CFO Solutions's CHTR Position: Q2 2026 in Review

Personal CFO Solutions reduced its Charter Communications (CHTR) stake by 4.6% in Q2 2026, selling an estimated $23.9K and leaving 2,981 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #291.

Personal CFO Solutions first reported a position in CHTR in Q4 2019 and has held it in 4 quarters since. The position peaked at $674K in Q1 2026. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Personal CFO Solutions held 2,981 shares of Charter Communications worth $424K as of Q2 2026.
  • Personal CFO Solutions sold 143 Charter Communications shares in Q2 2026, an estimated $23.9K.
  • Charter Communications made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #291 holding.
  • Personal CFO Solutions first reported a position in Charter Communications in Q4 2019 and has held it in 4 quarters since.
  • Personal CFO Solutions's Charter Communications position peaked at $674K in Q1 2026.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.