Transamerica Financial Advisors’s Charter Communications CHTR Stock Holding History

Transamerica Financial Advisors’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	$5.55K	Sell	39 -119	-75%	-$19.9K	﹤0.01%	1101
2026 Q1	$34.1K	Buy	158 +111	+236%	+$24K	﹤0.01%	706
2025 Q4	$9.81K	Buy	47 +38	+422%	+$8.55K	﹤0.01%	854
2025 Q3	$2.48K	Buy	+9	New	+$2.72K	﹤0.01%	1005
2024 Q1	–	Sell	-1	Closed	-$1K	–	611
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	408
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	435
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	406
2023 Q1	$1K	Sell	1 -1	-50%	-$374	﹤0.01%	401
2022 Q4	$1K	Hold	2	–	–	﹤0.01%	450
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	422
2022 Q2	$1K	Buy	+2	New	+$975	﹤0.01%	431
2021 Q2	–	Sell	-2	Closed	-$1K	–	208
2021 Q1	$1K	Hold	2	–	–	0.02%	127
2020 Q4	$1K	Buy	+2	New	+$1.27K	0.02%	121

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transamerica Financial Advisors's CHTR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Charter Communications (CHTR) stake by 75% in Q2 2026, selling an estimated $19.9K and leaving 39 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Transamerica Financial Advisors first reported a position in CHTR in Q4 2020 and has held it in 13 quarters since. The position peaked at $34.1K in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Transamerica Financial Advisors held 39 shares of Charter Communications worth $5.55K as of Q2 2026.
Transamerica Financial Advisors sold 119 Charter Communications shares in Q2 2026, an estimated $19.9K.
Charter Communications made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1101 holding.
Transamerica Financial Advisors first reported a position in Charter Communications in Q4 2020 and has held it in 13 quarters since.
Transamerica Financial Advisors's Charter Communications position peaked at $34.1K in Q1 2026.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.