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Synergy Investment Management’s Charter Communications CHTR Stock Holding History

Synergy Investment Management’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 		– Sell
-3
Closed -$648 – 1102
2026
Q1 		$648 Buy
+3
New +$650 ﹤0.01% 813

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

Synergy Investment Management's CHTR Position: Q2 2026 in Review

Synergy Investment Management sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 3 shares — an estimated $648 sold.

Synergy Investment Management first reported a position in CHTR in Q1 2026 and held it in 1 quarter. The position peaked at $648 in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Synergy Investment Management reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 3 Charter Communications shares in Q2 2026, an estimated $648.
  • Synergy Investment Management first reported a position in Charter Communications in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Charter Communications position peaked at $648 in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.