Ray Dalio’s Charter Communications CHTR Stock Holding History

Ray Dalio’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	$9.71M	Buy	44,991 +13,172	+41%	+$2.85M	0.04%	271
2025 Q4	$6.64M	Sell	31,819 -38,927	-55%	-$8.76M	0.02%	450
2025 Q3	$19.5M	Sell	70,746 -365,595	-84%	-$110M	0.08%	204
2025 Q2	$178M	Buy	436,341 +221,796	+103%	+$84.9M	0.72%	29
2025 Q1	$79.1M	Buy	214,545 +154,748	+259%	+$55.4M	0.37%	61
2024 Q4	$20.5M	Buy	59,797 +48,309	+421%	+$17.5M	0.09%	165
2024 Q3	$3.72M	Sell	11,488 -29,911	-72%	-$10.1M	0.02%	422
2024 Q2	$12.4M	Buy	+41,399	New	+$11.3M	0.06%	222
2022 Q3	–	Sell	-602	Closed	-$282K	–	896
2022 Q2	$282K	Buy	+602	New	+$293K	﹤0.01%	948
2021 Q4	–	Sell	-848	Closed	-$617K	–	750
2021 Q3	$617K	Buy	848 +27	+3%	+$20.5K	﹤0.01%	570
2021 Q2	$592K	Buy	+821	New	+$553K	﹤0.01%	636
2016 Q4	–	Sell	-2,200	Closed	-$594K	–	289
2016 Q3	$594K	Hold	2,200	–	–	0.01%	239
2016 Q2	$503K	Buy	+2,200	New	+$473K	0.01%	285

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $59.9B AUM 27.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ray Dalio's CHTR Position: Q1 2026 in Review

Ray Dalio increased its Charter Communications (CHTR) stake by 41% in Q1 2026, buying an estimated $2.85M and bringing the position to 44,991 shares worth $9.71M. The position accounts for 0.04% of the portfolio, ranked #271.

Ray Dalio first reported a position in CHTR in Q2 2016 and has held it in 13 quarters since. The position peaked at $178M in Q2 2025. 790 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Ray Dalio held 44,991 shares of Charter Communications worth $9.71M as of Q1 2026.
Ray Dalio bought 13,172 Charter Communications shares in Q1 2026, an estimated $2.85M.
Charter Communications made up 0.04% of Ray Dalio's portfolio in Q1 2026, its #271 holding.
Ray Dalio first reported a position in Charter Communications in Q2 2016 and has held it in 13 quarters since.
Ray Dalio's Charter Communications position peaked at $178M in Q2 2025.
790 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.