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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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's CHTR Position: Q1 2026 in Review

Summit Securities Group sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 327 shares — an estimated $68.3K sold.

Summit Securities Group first reported a position in CHTR in Q4 2013 and held it in 15 quarters. The position peaked at $1.46M in Q4 2020. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Summit Securities Group reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 327 Charter Communications shares in Q1 2026, an estimated $68.3K.
  • Summit Securities Group first reported a position in Charter Communications in Q4 2013 and held it in 15 quarters.
  • Summit Securities Group's Charter Communications position peaked at $1.46M in Q4 2020.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.