UCFA
CHTR icon

United Capital Financial Advisors’s Charter Communications CHTR Stock Holding History

United Capital 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
Q1 		$840K Buy
3,891
+159
+4% +$34.4K 0.01% 827
2025
Q4 		$779K Buy
3,732
+2,162
+138% +$486K ﹤0.01% 816
2025
Q3 		$432K Sell
1,570
-2,239
-59% -$677K ﹤0.01% 901
2025
Q2 		$1.56M Buy
3,809
+8
+0.2% +$3.06K 0.01% 496
2025
Q1 		$1.4M Buy
3,801
+150
+4% +$53.7K 0.01% 495
2024
Q4 		$1.25M Buy
3,651
+104
+3% +$37.6K 0.01% 508
2024
Q3 		$1.15M Buy
3,547
+535
+18% +$180K 0.01% 511
2024
Q2 		$900K Buy
3,012
+572
+23% +$156K 0.01% 552
2024
Q1 		$709K Sell
2,440
-1,115
-31% -$358K 0.01% 645
2023
Q4 		$1.38M Buy
3,555
+2,230
+168% +$909K 0.01% 490
2023
Q3 		$583K Sell
1,325
-201
-13% -$83.6K ﹤0.01% 614
2023
Q2 		$561K Sell
1,526
-84
-5% -$28.7K ﹤0.01% 666
2023
Q1 		$576K Sell
1,610
-55
-3% -$20.5K ﹤0.01% 701
2022
Q4 		$565K Sell
1,665
-477
-22% -$168K ﹤0.01% 735
2022
Q3 		$650K Sell
2,142
-605
-22% -$259K ﹤0.01% 701
2022
Q2 		$1.29M Sell
2,747
-325
-11% -$158K 0.01% 585
2022
Q1 		$1.68M Buy
3,072
+540
+21% +$317K 0.01% 554
2021
Q4 		$1.65M Buy
2,532
+110
+5% +$74.9K 0.01% 572
2021
Q3 		$1.76M Sell
2,422
-75
-3% -$56.9K 0.01% 554
2021
Q2 		$1.8M Buy
2,497
+629
+34% +$423K 0.01% 561
2021
Q1 		$1.15M Buy
1,868
+7
+0.4% +$4.37K 0.01% 633
2020
Q4 		$1.23M Hold
1,861
– – 0.01% 624
2020
Q3 		$1.16M Buy
1,861
+113
+6% +$66.7K 0.01% 619
2020
Q2 		$892K Sell
1,748
-7,898
-82% -$4.01M 0.01% 696
2020
Q1 		$4.21M Buy
9,646
+124
+1% +$60.6K 0.03% 368
2019
Q4 		$4.62M Buy
9,522
+7,921
+495% +$3.65M 0.03% 438
2019
Q3 		$660K Sell
1,601
-973
-38% -$393K ﹤0.01% 862
2019
Q2 		$1.02M Buy
2,574
+135
+6% +$50.6K 0.01% 805
2019
Q1 		$846K Sell
2,439
-56
-2% -$18.4K 0.01% 820
2018
Q4 		$711K Buy
2,495
+387
+18% +$121K 0.01% 803
2018
Q3 		$687K Buy
2,108
+151
+8% +$46.1K ﹤0.01% 884
2018
Q2 		$574K Sell
1,957
-844
-30% -$243K ﹤0.01% 912
2018
Q1 		$872K Sell
2,801
-164
-6% -$57.7K 0.01% 807
2017
Q4 		$1M Sell
2,965
-4
-0.1% -$1.36K 0.01% 778
2017
Q3 		$1.08M Buy
2,969
+433
+17% +$161K 0.01% 757
2017
Q2 		$854K Sell
2,536
-864
-25% -$288K 0.01% 804
2017
Q1 		$1.11M Buy
3,400
+939
+38% +$299K 0.01% 715
2016
Q4 		$709K Sell
2,461
-475
-16% -$128K 0.01% 838
2016
Q3 		$793K Sell
2,936
-351
-11% -$88.7K 0.01% 834
2016
Q2 		$753K Buy
3,287
+1,318
+67% +$283K 0.01% 815
2016
Q1 		$399K Buy
1,969
+307
+18% +$55.1K ﹤0.01% 937
2015
Q4 		$304K Buy
1,662
+222
+15% +$41.1K ﹤0.01% 1013
2015
Q3 		$253K Buy
1,440
+150
+12% +$27.4K ﹤0.01% 1097
2015
Q2 		$221K Buy
+1,290
New +$232K ﹤0.01% 1155

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

United Capital Financial Advisors's CHTR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Charter Communications (CHTR) stake by 4.3% in Q1 2026, buying an estimated $34.4K and bringing the position to 3,891 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #827.

United Capital Financial Advisors first reported a position in CHTR in Q2 2015 and has held it in 44 quarters since. The position peaked at $4.62M in Q4 2019. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • United Capital Financial Advisors held 3,891 shares of Charter Communications worth $840K as of Q1 2026.
  • United Capital Financial Advisors bought 159 Charter Communications shares in Q1 2026, an estimated $34.4K.
  • Charter Communications made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #827 holding.
  • United Capital Financial Advisors first reported a position in Charter Communications in Q2 2015 and has held it in 44 quarters since.
  • United Capital Financial Advisors's Charter Communications position peaked at $4.62M in Q4 2019.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

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