Root Financial Partners
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Root Financial Partners’s Charter Communications CHTR Stock Holding History

Root Financial Partners’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
Q3 		$42.4K Buy
+382
New +$53.2K ﹤0.01% 1160
2026
Q2 		– Sell
-85
Closed -$18.4K – 929
2026
Q1 		$18.4K Buy
85
+48
+130% +$10.4K ﹤0.01% 1367
2025
Q4 		$7.72K Sell
37
-100
-73% -$22.5K ﹤0.01% 1615
2025
Q3 		$37.7K Buy
+137
New +$41.4K ﹤0.01% 785

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Lind Value II ApS
Lind Value II ApS Aarhus C, Denmark $655M AUM 42.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's CHTR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Charter Communications (CHTR) in Q3 2026: 382 shares worth $42.4K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHTR as recently as Q1 2026.

Root Financial Partners first reported a position in CHTR in Q3 2025 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Root Financial Partners held 382 shares of Charter Communications worth $42.4K as of Q3 2026.
  • Charter Communications was a new Root Financial Partners position in Q3 2026.
  • Charter Communications made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1160 holding.
  • Root Financial Partners first reported a position in Charter Communications in Q3 2025 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.