Steward Partners Investment Advisory’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $193K | Sell |
895
-306
| -25% | -$66.3K | ﹤0.01% | 2035 |
|
|
2025
Q4 | $251K | Buy |
1,201
+279
| +30% | +$62.8K | ﹤0.01% | 1806 |
|
|
2025
Q3 | $254K | Buy |
922
+149
| +19% | +$45K | ﹤0.01% | 1744 |
|
|
2025
Q2 | $316K | Buy |
773
+11
| +1% | +$4.21K | ﹤0.01% | 1532 |
|
|
2025
Q1 | $281K | Buy |
762
+62
| +9% | +$22.2K | ﹤0.01% | 1479 |
|
|
2024
Q4 | $240K | Sell |
700
-31
| -4% | -$11.2K | ﹤0.01% | 1508 |
|
|
2024
Q3 | $237K | Buy |
731
+37
| +5% | +$12.4K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $207K | Sell |
694
-136
| -16% | -$37.1K | ﹤0.01% | 1431 |
|
|
2024
Q1 | $241K | Sell |
830
-35
| -4% | -$11.3K | ﹤0.01% | 1349 |
|
|
2023
Q4 | $336K | Sell |
865
-143
| -14% | -$58.3K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $443K | Sell |
1,008
-46
| -4% | -$19.1K | 0.01% | 965 |
|
|
2023
Q2 | $387K | Buy |
1,054
+13
| +1% | +$4.44K | 0.01% | 1029 |
|
|
2023
Q1 | $372K | Sell |
1,041
-25
| -2% | -$9.34K | 0.01% | 1030 |
|
|
2022
Q4 | $361K | Sell |
1,066
-8
| -0.7% | -$2.81K | 0.01% | 1015 |
|
|
2022
Q3 | $326K | Hold |
1,074
| – | – | 0.01% | 1004 |
|
|
2022
Q2 | $503K | Buy |
1,074
+1
| +0.1% | +$488 | 0.01% | 848 |
|
|
2022
Q1 | $585K | Sell |
1,073
-5
| -0.5% | -$2.94K | 0.01% | 871 |
|
|
2021
Q4 | $703K | Buy |
1,078
+21
| +2% | +$14.3K | 0.01% | 823 |
|
|
2021
Q3 | $769K | Buy |
1,057
+66
| +7% | +$50.1K | 0.01% | 750 |
|
|
2021
Q2 | $715K | Sell |
991
-92
| -8% | -$61.9K | 0.01% | 799 |
|
|
2021
Q1 | $668K | Buy |
1,083
+160
| +17% | +$100K | 0.01% | 775 |
|
|
2020
Q4 | $611K | Buy |
923
+184
| +25% | +$117K | 0.01% | 700 |
|
|
2020
Q3 | $461K | Buy |
739
+19
| +3% | +$11.2K | 0.01% | 694 |
|
|
2020
Q2 | $367K | Hold |
720
| – | – | 0.01% | 713 |
|
|
2020
Q1 | $314K | Sell |
720
-2,017
| -74% | -$986K | 0.01% | 666 |
|
|
2019
Q4 | $1.33M | Sell |
2,737
-14
| -0.5% | -$6.44K | 0.04% | 382 |
|
|
2019
Q3 | $1.13M | Buy |
2,751
+112
| +4% | +$45.2K | 0.04% | 381 |
|
|
2019
Q2 | $1.04M | Sell |
2,639
-41
| -2% | -$15.4K | 0.04% | 382 |
|
|
2019
Q1 | $929K | Sell |
2,680
-5
| -0.2% | -$1.65K | 0.04% | 376 |
|
|
2018
Q4 | $765K | Buy |
2,685
+11
| +0.4% | +$3.45K | 0.04% | 392 |
|
|
2018
Q3 | $871K | Buy |
2,674
+72
| +3% | +$22K | 0.04% | 379 |
|
|
2018
Q2 | $763K | Sell |
2,602
-20
| -0.8% | -$5.75K | 0.05% | 354 |
|
|
2018
Q1 | $816K | Buy |
2,622
+2,101
| +403% | +$739K | 0.06% | 304 |
|
|
2017
Q4 | $175K | Buy |
521
+24
| +5% | +$8.15K | 0.01% | 538 |
|
|
2017
Q3 | $180K | Buy |
497
+79
| +19% | +$29.4K | 0.02% | 456 |
|
|
2017
Q2 | $140K | Buy |
418
+2
| +0.5% | +$667 | 0.02% | 455 |
|
|
2017
Q1 | $136K | Buy |
+416
| New | +$133K | 0.02% | 386 |
|
Other funds holding CHTR
VCM
VPM
Steward Partners Investment Advisory's CHTR Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its Charter Communications (CHTR) stake by 25% in Q1 2026, selling an estimated $66.3K and leaving 895 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.
Steward Partners Investment Advisory first reported a position in CHTR in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.33M in Q4 2019. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.
- Steward Partners Investment Advisory held 895 shares of Charter Communications worth $193K as of Q1 2026.
- Steward Partners Investment Advisory sold 306 Charter Communications shares in Q1 2026, an estimated $66.3K.
- Charter Communications made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2035 holding.
- Steward Partners Investment Advisory first reported a position in Charter Communications in Q1 2017 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's Charter Communications position peaked at $1.33M in Q4 2019.
- 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.