SummitTX Capital’s Charter Communications CHTR Stock Holding History

SummitTX Capital’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	–	Sell	-5,053	Closed	-$1.05M	–	800
2025 Q4	$1.05M	Sell	5,053 -2,685	-35%	-$604K	0.03%	410
2025 Q3	$2.13M	Buy	7,738 +2,697	+54%	+$815K	0.09%	247
2025 Q2	$2.06M	Sell	5,041 -111	-2%	-$42.5K	0.09%	249
2025 Q1	$1.9M	Buy	+5,152	New	+$1.84M	0.08%	259

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SummitTX Capital's CHTR Position: Q1 2026 in Review

SummitTX Capital sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 5,053 shares — an estimated $1.05M sold.

SummitTX Capital first reported a position in CHTR in Q1 2025 and held it in 4 quarters. The position peaked at $2.13M in Q3 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

SummitTX Capital reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 5,053 Charter Communications shares in Q1 2026, an estimated $1.05M.
SummitTX Capital first reported a position in Charter Communications in Q1 2025 and held it in 4 quarters.
SummitTX Capital's Charter Communications position peaked at $2.13M in Q3 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.