Prospera Financial Services’s Charter Communications CHTR Stock Holding History

Prospera Financial Services’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	–	Sell	-1,072	Closed	-$224K	–	1435
2025 Q4	$224K	Buy	+1,072	New	+$241K	﹤0.01%	1251
2025 Q3	–	Sell	-694	Closed	-$284K	–	1363
2025 Q2	$284K	Buy	+694	New	+$266K	0.01%	1129
2024 Q1	–	Sell	-5,200	Closed	-$2.02M	–	1102
2023 Q4	$2.02M	Buy	+5,200	New	+$2.12M	0.07%	301
2023 Q2	–	Sell	-726	Closed	-$260K	–	1020
2023 Q1	$260K	Buy	726 +27	+4%	+$10.1K	0.01%	826
2022 Q4	$237K	Buy	+699	New	+$246K	0.01%	791
2022 Q3	–	Sell	-9	Closed	-$4K	–	965
2022 Q2	$4K	Sell	9 -12	-57%	-$5.85K	﹤0.01%	1468
2022 Q1	$11K	Buy	+21	New	+$12.3K	﹤0.01%	1988
2020 Q4	–	Sell	-7	Closed	-$4K	–	817
2020 Q3	$4K	Buy	+7	New	+$4.13K	﹤0.01%	1316
2020 Q1	–	Sell	-5,032	Closed	-$2.44M	–	523
2019 Q4	$2.44M	Buy	+5,032	New	+$2.32M	0.19%	129

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

Prospera Financial Services's CHTR Position: Q1 2026 in Review

Prospera Financial Services sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,072 shares — an estimated $224K sold.

Prospera Financial Services first reported a position in CHTR in Q4 2019 and held it in 9 quarters. The position peaked at $2.44M in Q4 2019. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Prospera Financial Services reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
Prospera Financial Services sold 1,072 Charter Communications shares in Q1 2026, an estimated $224K.
Prospera Financial Services first reported a position in Charter Communications in Q4 2019 and held it in 9 quarters.
Prospera Financial Services's Charter Communications position peaked at $2.44M in Q4 2019.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.