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Simplicity Wealth’s Charter Communications CHTR Stock Holding History

Simplicity Wealth’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 		$428K Buy
+3,009
New +$502K 0.01% 704
2024
Q3 		– Sell
-4,276
Closed -$1.28M – 614
2024
Q2 		$1.28M Sell
4,276
-171
-4% -$46.7K 0.03% 455
2024
Q1 		$1.29M Buy
+4,447
New +$1.43M 0.03% 455

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

Simplicity Wealth's CHTR Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Charter Communications (CHTR) in Q2 2026: 3,009 shares worth $428K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in CHTR as recently as Q2 2024.

Simplicity Wealth first reported a position in CHTR in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.29M in Q1 2024. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Simplicity Wealth held 3,009 shares of Charter Communications worth $428K as of Q2 2026.
  • Charter Communications was a new Simplicity Wealth position in Q2 2026.
  • Charter Communications made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #704 holding.
  • Simplicity Wealth first reported a position in Charter Communications in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Charter Communications position peaked at $1.29M in Q1 2024.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.