Universal-Beteiligungs- und Servicegesellschaft’s Charter Communications CHTR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$12.9M	Sell	90,274 -3,218	-3%	-$537K	0.02%	558
2026 Q1	$20.2M	Buy	93,492 +10,309	+12%	+$2.23M	0.03%	384
2025 Q4	$17.4M	Sell	83,183 -22,533	-21%	-$5.07M	0.03%	437
2025 Q3	$29.1M	Sell	105,716 -2,097	-2%	-$634K	0.05%	314
2025 Q2	$44.1M	Buy	107,813 +12,332	+13%	+$4.72M	0.08%	224
2025 Q1	$35.2M	Buy	95,481 +6,025	+7%	+$2.16M	0.07%	256
2024 Q4	$30.7M	Buy	+89,456	New	+$32.3M	0.06%	276

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's CHTR Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Charter Communications (CHTR) stake by 3.4% in Q2 2026, selling an estimated $537K and leaving 90,274 shares worth $12.9M. The position accounts for 0.02% of the portfolio, ranked #558.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CHTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.1M in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 90,274 shares of Charter Communications worth $12.9M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 3,218 Charter Communications shares in Q2 2026, an estimated $537K.
Charter Communications made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #558 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Charter Communications in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Charter Communications position peaked at $44.1M in Q2 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.