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 Q2	$193K	Sell	1,368 -3,168	-70%	-$529K	0.01%	408
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plato Investment Management's CHTR Position: Q2 2026 in Review

Plato Investment Management reduced its Charter Communications (CHTR) stake by 70% in Q2 2026, selling an estimated $529K and leaving 1,368 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #408.

Plato Investment Management first reported a position in CHTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Plato Investment Management held 1,368 shares of Charter Communications worth $193K as of Q2 2026.
Plato Investment Management sold 3,168 Charter Communications shares in Q2 2026, an estimated $529K.
Charter Communications made up 0.01% of Plato Investment Management's portfolio in Q2 2026, its #408 holding.
Plato Investment Management first reported a position in Charter Communications in Q4 2023 and has held it in 11 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 Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.