Savvy Advisors Inc’s Charter Communications CHTR Stock Holding History

Savvy Advisors Inc’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	$408K	Buy	2,866 +1,805	+170%	+$301K	0.01%	861
2026 Q1	$229K	Buy	1,061 +36	+4%	+$7.8K	0.01%	996
2025 Q4	$214K	Buy	1,025 +126	+14%	+$28.3K	0.01%	929
2025 Q3	$247K	Buy	+899	New	+$272K	0.01%	702

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

Savvy Advisors Inc's CHTR Position: Q2 2026 in Review

Savvy Advisors Inc increased its Charter Communications (CHTR) stake by 170% in Q2 2026, buying an estimated $301K and bringing the position to 2,866 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #861.

Savvy Advisors Inc first reported a position in CHTR in Q3 2025 and has held it in 4 quarters since. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Savvy Advisors Inc held 2,866 shares of Charter Communications worth $408K as of Q2 2026.
Savvy Advisors Inc bought 1,805 Charter Communications shares in Q2 2026, an estimated $301K.
Charter Communications made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #861 holding.
Savvy Advisors Inc first reported a position in Charter Communications in Q3 2025 and has held it in 4 quarters since.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.