Waddell & Associates’s Charter Communications CHTR Stock Holding History

Waddell & Associates’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	$325K	Buy	+2,288	New	+$382K	0.02%	382

Other funds holding CHTR

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Waddell & Associates's CHTR Position: Q2 2026 in Review

Waddell & Associates opened a new position in Charter Communications (CHTR) in Q2 2026: 2,288 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #382 among its holdings.

199 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Waddell & Associates held 2,288 shares of Charter Communications worth $325K as of Q2 2026.
Charter Communications was a new Waddell & Associates position in Q2 2026.
Charter Communications made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #382 holding.
199 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.