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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
Q2 		$299K Buy
2,100
+514
+32% +$85.8K 0.06% 234
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 $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 $3.38T AUM 44.17% 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

Tempus Wealth Planning's CHTR Position: Q2 2026 in Review

Tempus Wealth Planning increased its Charter Communications (CHTR) stake by 32% in Q2 2026, buying an estimated $85.8K and bringing the position to 2,100 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #234.

Tempus Wealth Planning first reported a position in CHTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $668K in Q4 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Tempus Wealth Planning held 2,100 shares of Charter Communications worth $299K as of Q2 2026.
  • Tempus Wealth Planning bought 514 Charter Communications shares in Q2 2026, an estimated $85.8K.
  • Charter Communications made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #234 holding.
  • Tempus Wealth Planning first reported a position in Charter Communications in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.