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Tempus Wealth Planning’s Charter Communications CHTR Stock Holding History

Tempus Wealth Planning’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 		$342K Sell
1,586
-1,615
-50% -$350K 0.08% 206
2025
Q4 		$668K Buy
3,201
+853
+36% +$192K 0.15% 152
2025
Q3 		$646K Buy
+2,348
New +$710K 0.15% 154

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

Tempus Wealth Planning's CHTR Position: Q1 2026 in Review

Tempus Wealth Planning reduced its Charter Communications (CHTR) stake by 50% in Q1 2026, selling an estimated $350K and leaving 1,586 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #206.

Tempus Wealth Planning first reported a position in CHTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $668K in Q4 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Tempus Wealth Planning held 1,586 shares of Charter Communications worth $342K as of Q1 2026.
  • Tempus Wealth Planning sold 1,615 Charter Communications shares in Q1 2026, an estimated $350K.
  • Charter Communications made up 0.08% of Tempus Wealth Planning's portfolio in Q1 2026, its #206 holding.
  • Tempus Wealth Planning first reported a position in Charter Communications in Q3 2025 and has held it in 3 quarters since.
  • Tempus Wealth Planning's Charter Communications position peaked at $668K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.