Valley National Advisers’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$854 Buy
+6
New +$1K ﹤0.01% 898
2025
Q1
Sell
-4
Closed -$1K 816
2024
Q4
$1K Hold
4
﹤0.01% 714
2024
Q3
$1K Sell
4
-17
-81% -$5.72K ﹤0.01% 689
2024
Q2
$6K Buy
21
+12
+133% +$3.27K ﹤0.01% 712
2024
Q1
$2K Buy
9
+6
+200% +$1.93K ﹤0.01% 939
2023
Q4
$1K Hold
3
﹤0.01% 1040
2023
Q3
$1K Sell
3
-3
-50% -$1.25K ﹤0.01% 898
2023
Q2
$3K Hold
6
﹤0.01% 734
2023
Q1
$2K Buy
6
+3
+100% +$1.12K ﹤0.01% 758
2022
Q4
$1K Hold
3
﹤0.01% 775
2022
Q3
$1K Hold
3
﹤0.01% 824
2022
Q2
$1K Hold
3
﹤0.01% 805
2022
Q1
$2K Hold
3
﹤0.01% 785
2021
Q4
$2K Hold
3
﹤0.01% 781
2021
Q3
$2K Hold
3
﹤0.01% 756
2021
Q2
$2K Hold
3
﹤0.01% 772
2021
Q1
$2K Hold
3
﹤0.01% 721
2020
Q4
$2K Hold
3
﹤0.01% 681
2020
Q3
$2K Hold
3
﹤0.01% 647
2020
Q2
$2K Hold
3
﹤0.01% 646
2020
Q1
$1K Sell
3
-3
-50% -$1.47K ﹤0.01% 678
2019
Q4
$3K Hold
6
﹤0.01% 647
2019
Q3
$2K Hold
6
﹤0.01% 671
2019
Q2
$2K Hold
6
﹤0.01% 637
2019
Q1
$2K Buy
6
+3
+100% +$988 ﹤0.01% 638
2018
Q4
$1K Hold
3
﹤0.01% 699
2018
Q3
$1K Hold
3
﹤0.01% 623
2018
Q2
$1K Sell
3
-7
-70% -$2.01K ﹤0.01% 600
2018
Q1
$3K Hold
10
﹤0.01% 508
2017
Q4
$3K Hold
10
﹤0.01% 520
2017
Q3
$4K Buy
10
+7
+233% +$2.6K ﹤0.01% 493
2017
Q2
$1K Hold
3
﹤0.01% 549
2017
Q1
$1K Hold
3
﹤0.01% 554
2016
Q4
$1K Hold
3
﹤0.01% 590
2016
Q3
$1K Hold
3
﹤0.01% 566
2016
Q2
$1K Buy
+3
New +$645 ﹤0.01% 559

Other funds holding CHTR

Valley National Advisers's CHTR Position: Q2 2026 in Review

Valley National Advisers opened a new position in Charter Communications (CHTR) in Q2 2026: 6 shares worth $854. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in CHTR as recently as Q4 2024.

Valley National Advisers first reported a position in CHTR in Q2 2016 and has held it in 36 quarters since. The position peaked at $6K in Q2 2024. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Valley National Advisers held 6 shares of Charter Communications worth $854 as of Q2 2026.
  • Charter Communications was a new Valley National Advisers position in Q2 2026.
  • Charter Communications made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #898 holding.
  • Valley National Advisers first reported a position in Charter Communications in Q2 2016 and has held it in 36 quarters since.
  • Valley National Advisers's Charter Communications position peaked at $6K in Q2 2024.
  • 787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.