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Sendero Wealth Management’s Charter Communications CHTR Stock Holding History

Sendero Wealth Management’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 		$276K Buy
1,940
+305
+19% +$50.9K 0.03% 193
2026
Q1 		$353K Sell
1,635
-52
-3% -$11.3K 0.04% 175
2025
Q4 		$352K Sell
1,687
-550
-25% -$124K 0.04% 176
2025
Q3 		$615K Sell
2,237
-128
-5% -$38.7K 0.07% 131
2025
Q2 		$967K Buy
2,365
+166
+8% +$63.5K 0.12% 102
2025
Q1 		$810K Sell
2,199
-1,125
-34% -$402K 0.11% 108
2024
Q4 		$1.14M Sell
3,324
-1,643
-33% -$594K 0.17% 80
2024
Q3 		$1.61M Sell
4,967
-2,106
-30% -$708K 0.25% 57
2024
Q2 		$2.11M Sell
7,073
-9,442
-57% -$2.58M 0.36% 51
2024
Q1 		$4.8M Buy
16,515
+2,177
+15% +$700K 0.83% 27
2023
Q4 		$5.57M Buy
14,338
+2,674
+23% +$1.09M 1.05% 21
2023
Q3 		$5.13M Buy
11,664
+1,661
+17% +$691K 1.1% 17
2023
Q2 		$3.67M Buy
10,003
+3,664
+58% +$1.25M 0.8% 25
2023
Q1 		$2.27M Buy
6,339
+1,904
+43% +$711K 0.69% 33
2022
Q4 		$1.5M Buy
4,435
+2,022
+84% +$711K 0.53% 37
2022
Q3 		$732K Buy
+2,413
New +$1.03M 0.3% 53

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sendero Wealth Management's CHTR Position: Q2 2026 in Review

Sendero Wealth Management increased its Charter Communications (CHTR) stake by 19% in Q2 2026, buying an estimated $50.9K and bringing the position to 1,940 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #193.

Sendero Wealth Management first reported a position in CHTR in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.57M in Q4 2023. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Sendero Wealth Management held 1,940 shares of Charter Communications worth $276K as of Q2 2026.
  • Sendero Wealth Management bought 305 Charter Communications shares in Q2 2026, an estimated $50.9K.
  • Charter Communications made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Sendero Wealth Management first reported a position in Charter Communications in Q3 2022 and has held it in 16 quarters since.
  • Sendero Wealth Management's Charter Communications position peaked at $5.57M in Q4 2023.
  • 787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.