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SHP Wealth Management’s Charter Communications CHTR Stock Holding History

SHP 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
Q1 		$5.95K Buy
28
+13
+87% +$2.82K ﹤0.01% 1028
2025
Q4 		$3.04K Buy
+15
New +$3.37K ﹤0.01% 1063

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $59.9B AUM 27.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SHP Wealth Management's CHTR Position: Q1 2026 in Review

SHP Wealth Management increased its Charter Communications (CHTR) stake by 87% in Q1 2026, buying an estimated $2.82K and bringing the position to 28 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

SHP Wealth Management first reported a position in CHTR in Q4 2025 and has held it in 2 quarters since. 790 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • SHP Wealth Management held 28 shares of Charter Communications worth $5.95K as of Q1 2026.
  • SHP Wealth Management bought 13 Charter Communications shares in Q1 2026, an estimated $2.82K.
  • Charter Communications made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1028 holding.
  • SHP Wealth Management first reported a position in Charter Communications in Q4 2025 and has held it in 2 quarters since.
  • 790 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.