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Plato Investment Management’s Charter Communications CHTR Stock Holding History

Plato Investment Management’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 		$980K Buy
4,536
+28
+0.6% +$6.07K 0.07% 269
2025
Q4 		$946K Buy
4,508
+367
+9% +$82.6K 0.06% 274
2025
Q3 		$1.13M Buy
4,141
+1,347
+48% +$407K 0.08% 249
2025
Q2 		$1.14M Buy
2,794
+241
+9% +$92.2K 0.09% 239
2025
Q1 		$951K Buy
2,553
+91
+4% +$32.5K 0.08% 251
2024
Q4 		$847K Buy
2,462
+1,360
+123% +$492K 0.06% 271
2024
Q3 		$357K Buy
1,102
+1,041
+1,707% +$350K 0.03% 342
2024
Q2 		$18.2K Sell
61
-976
-94% -$266K ﹤0.01% 433
2024
Q1 		$301K Buy
1,037
+818
+374% +$263K 0.03% 294
2023
Q4 		$85.1K Buy
+219
New +$89.3K 0.1% 174

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

Plato Investment Management's CHTR Position: Q1 2026 in Review

Plato Investment Management increased its Charter Communications (CHTR) stake by 0.62% in Q1 2026, buying an estimated $6.07K and bringing the position to 4,536 shares worth $980K. The position accounts for 0.07% of the portfolio, ranked #269.

Plato Investment Management first reported a position in CHTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Plato Investment Management held 4,536 shares of Charter Communications worth $980K as of Q1 2026.
  • Plato Investment Management bought 28 Charter Communications shares in Q1 2026, an estimated $6.07K.
  • Charter Communications made up 0.07% of Plato Investment Management's portfolio in Q1 2026, its #269 holding.
  • Plato Investment Management first reported a position in Charter Communications in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Charter Communications position peaked at $1.14M in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.