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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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Savvy Advisors Inc's CHTR Position: Q1 2026 in Review

Savvy Advisors Inc increased its Charter Communications (CHTR) stake by 3.5% in Q1 2026, buying an estimated $7.8K and bringing the position to 1,061 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #996.

Savvy Advisors Inc first reported a position in CHTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $247K in Q3 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Savvy Advisors Inc held 1,061 shares of Charter Communications worth $229K as of Q1 2026.
  • Savvy Advisors Inc bought 36 Charter Communications shares in Q1 2026, an estimated $7.8K.
  • Charter Communications made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #996 holding.
  • Savvy Advisors Inc first reported a position in Charter Communications in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Charter Communications position peaked at $247K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.