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 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 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 $3.37T AUM 44.26% 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

Root Financial Partners's CHTR Position: Q2 2026 in Review

Root Financial Partners sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 85 shares — an estimated $18.4K sold.

Root Financial Partners first reported a position in CHTR in Q3 2025 and held it in 3 quarters. The position peaked at $37.7K in Q3 2025. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Root Financial Partners reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 85 Charter Communications shares in Q2 2026, an estimated $18.4K.
Root Financial Partners first reported a position in Charter Communications in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Charter Communications position peaked at $37.7K in Q3 2025.
787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.