Plante Moran Financial Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.2K | Hold |
79
| – | – | ﹤0.01% | 547 |
|
|
2026
Q1 | $17.1K | Hold |
79
| – | – | ﹤0.01% | 450 |
|
|
2025
Q4 | $16.5K | Hold |
79
| – | – | ﹤0.01% | 481 |
|
|
2025
Q3 | $21.7K | Hold |
79
| – | – | ﹤0.01% | 452 |
|
|
2025
Q2 | $32.3K | Hold |
79
| – | – | ﹤0.01% | 406 |
|
|
2025
Q1 | $29.1K | Hold |
79
| – | – | ﹤0.01% | 427 |
|
|
2024
Q4 | $27.1K | Hold |
79
| – | – | ﹤0.01% | 437 |
|
|
2024
Q3 | $25.6K | Hold |
79
| – | – | ﹤0.01% | 488 |
|
|
2024
Q2 | $23.6K | Buy |
79
+40
| +103% | +$10.9K | ﹤0.01% | 455 |
|
|
2024
Q1 | $11.3K | Hold |
39
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $15.2K | Hold |
39
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $17.2K | Hold |
39
| – | – | ﹤0.01% | 454 |
|
|
2023
Q2 | $14.3K | Hold |
39
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $13.9K | Hold |
39
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $13.2K | Hold |
39
| – | – | ﹤0.01% | 535 |
|
|
2022
Q3 | $12K | Hold |
39
| – | – | ﹤0.01% | 551 |
|
|
2022
Q2 | $18K | Hold |
39
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $21K | Sell |
39
-37
| -49% | -$21.7K | ﹤0.01% | 487 |
|
|
2021
Q4 | $50K | Buy |
76
+37
| +95% | +$25.2K | 0.01% | 360 |
|
|
2021
Q3 | $28K | Hold |
39
| – | – | 0.01% | 485 |
|
|
2021
Q2 | $28K | Hold |
39
| – | – | 0.01% | 487 |
|
|
2021
Q1 | $24K | Hold |
39
| – | – | 0.01% | 509 |
|
|
2020
Q4 | $26K | Sell |
39
-12
| -24% | -$7.64K | 0.01% | 470 |
|
|
2020
Q3 | $32K | Hold |
51
| – | – | 0.01% | 395 |
|
|
2020
Q2 | $26K | Sell |
51
-25
| -33% | -$12.7K | 0.01% | 383 |
|
|
2020
Q1 | $33K | Buy |
76
+8
| +12% | +$3.91K | 0.02% | 321 |
|
|
2019
Q4 | $33K | Buy |
68
+19
| +39% | +$8.74K | 0.01% | 383 |
|
|
2019
Q3 | $20K | Hold |
49
| – | – | 0.01% | 492 |
|
|
2019
Q2 | $19K | Hold |
49
| – | – | 0.01% | 484 |
|
|
2019
Q1 | $17K | Sell |
49
-24
| -33% | -$7.91K | 0.01% | 494 |
|
|
2018
Q4 | $21K | Hold |
73
| – | – | 0.01% | 426 |
|
|
2018
Q3 | $24K | Buy |
73
+31
| +74% | +$9.46K | 0.01% | 416 |
|
|
2018
Q2 | $12K | Sell |
42
-6
| -13% | -$1.72K | 0.01% | 522 |
|
|
2018
Q1 | $15K | Hold |
48
| – | – | 0.01% | 545 |
|
|
2017
Q4 | $16K | Sell |
48
-9
| -16% | -$3.06K | 0.01% | 528 |
|
|
2017
Q3 | $21K | Buy |
57
+3
| +6% | +$1.12K | 0.01% | 453 |
|
|
2017
Q2 | $18K | Buy |
54
+2
| +4% | +$667 | 0.01% | 481 |
|
|
2017
Q1 | $17K | Hold |
52
| – | – | 0.01% | 502 |
|
|
2016
Q4 | $15K | Hold |
52
| – | – | 0.01% | 520 |
|
|
2016
Q3 | $14K | Buy |
52
+9
| +21% | +$2.27K | 0.01% | 540 |
|
|
2016
Q2 | $10K | Buy |
+43
| New | +$9.24K | 0.01% | 527 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$5K | – | 955 |
|
|
2015
Q3 | $5K | Buy |
+31
| New | +$5.66K | ﹤0.01% | 576 |
|
Other funds holding CHTR
Plante Moran Financial Advisors's CHTR Position: Q2 2026 in Review
Plante Moran Financial Advisors held its Charter Communications (CHTR) position steady in Q2 2026 at 79 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #547.
Plante Moran Financial Advisors first reported a position in CHTR in Q3 2015 and has held it in 42 quarters since. The position peaked at $50K in Q4 2021. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.
- Plante Moran Financial Advisors held 79 shares of Charter Communications worth $11.2K as of Q2 2026.
- Plante Moran Financial Advisors left its Charter Communications share count unchanged in Q2 2026.
- Charter Communications made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #547 holding.
- Plante Moran Financial Advisors first reported a position in Charter Communications in Q3 2015 and has held it in 42 quarters since.
- Plante Moran Financial Advisors's Charter Communications position peaked at $50K in Q4 2021.
- 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.