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Sequoia Financial Advisors’s Charter Communications CHTR Stock Holding History

Sequoia Financial Advisors’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 		$675K Buy
4,745
+463
+11% +$77.3K ﹤0.01% 1139
2026
Q1 		$924K Buy
4,282
+260
+6% +$56.3K 0.01% 933
2025
Q4 		$840K Buy
4,022
+1,202
+43% +$270K ﹤0.01% 980
2025
Q3 		$776K Sell
2,820
-202
-7% -$61K ﹤0.01% 913
2025
Q2 		$1.24M Buy
3,022
+537
+22% +$206K 0.01% 615
2025
Q1 		$916K Buy
2,485
+41
+2% +$14.7K 0.01% 649
2024
Q4 		$838K Sell
2,444
-174
-7% -$62.9K 0.01% 634
2024
Q3 		$848K Buy
2,618
+327
+14% +$110K 0.01% 593
2024
Q2 		$685K Buy
2,291
+552
+32% +$151K 0.01% 590
2024
Q1 		$505K Sell
1,739
-569
-25% -$183K 0.01% 683
2023
Q4 		$897K Buy
2,308
+405
+21% +$165K 0.01% 556
2023
Q3 		$837K Buy
1,903
+125
+7% +$52K 0.01% 379
2023
Q2 		$653K Sell
1,778
-118
-6% -$40.3K 0.01% 445
2023
Q1 		$678K Buy
1,896
+97
+5% +$36.2K 0.02% 389
2022
Q4 		$610K Buy
+1,799
New +$632K 0.02% 385
2022
Q3 		– Sell
-1,153
Closed -$541K – 542
2022
Q2 		$541K Buy
1,153
+181
+19% +$88.2K 0.02% 310
2022
Q1 		$531K Buy
972
+223
+30% +$131K 0.01% 345
2021
Q4 		$488K Buy
+749
New +$510K 0.01% 328
2021
Q3 		– Sell
-391
Closed -$282K – 293
2021
Q2 		$282K Buy
391
+31
+9% +$20.9K 0.01% 388
2021
Q1 		$222K Buy
+360
New +$225K 0.01% 398

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

Sequoia Financial Advisors's CHTR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Charter Communications (CHTR) stake by 11% in Q2 2026, buying an estimated $77.3K and bringing the position to 4,745 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Sequoia Financial Advisors first reported a position in CHTR in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.24M in Q2 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Sequoia Financial Advisors held 4,745 shares of Charter Communications worth $675K as of Q2 2026.
  • Sequoia Financial Advisors bought 463 Charter Communications shares in Q2 2026, an estimated $77.3K.
  • Charter Communications made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1139 holding.
  • Sequoia Financial Advisors first reported a position in Charter Communications in Q1 2021 and has held it in 20 quarters since.
  • Sequoia Financial Advisors's Charter Communications position peaked at $1.24M in Q2 2025.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.