Summit Securities Group’s Charter Communications CHTR Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-8,000	Closed	-$3.11M	–	522
2023 Q4	$3.11M	Buy	+8,000	New	+$3.26M	0.28%	60

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's CHTR Position: Q2 2026 in Review

Summit Securities Group opened a new position in Charter Communications (CHTR) in Q2 2026: 19 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CHTR as recently as Q4 2025.

Summit Securities Group first reported a position in CHTR in Q4 2013 and has held it in 16 quarters since. The position peaked at $1.46M in Q4 2020. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Summit Securities Group held 19 shares of Charter Communications worth $2.7K as of Q2 2026.
Charter Communications was a new Summit Securities Group position in Q2 2026.
Charter Communications made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1067 holding.
Summit Securities Group first reported a position in Charter Communications in Q4 2013 and has held it in 16 quarters since.
Summit Securities Group's Charter Communications position peaked at $1.46M in Q4 2020.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.