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WBI Investments’s Charter Communications CHTR Stock Holding History

WBI Investments’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 		– Sell
-2,497
Closed -$539K – 303
2026
Q1 		$539K Buy
+2,497
New +$541K 0.15% 180
2025
Q3 		– Sell
-3,478
Closed -$1.42M – 308
2025
Q2 		$1.42M Buy
3,478
+1,489
+75% +$570K 0.37% 77
2025
Q1 		$733K Buy
+1,989
New +$711K 0.19% 123

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WBI Investments's CHTR Position: Q2 2026 in Review

WBI Investments sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 2,497 shares — an estimated $539K sold.

WBI Investments first reported a position in CHTR in Q1 2025 and held it in 3 quarters. The position peaked at $1.42M in Q2 2025. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • WBI Investments reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 2,497 Charter Communications shares in Q2 2026, an estimated $539K.
  • WBI Investments first reported a position in Charter Communications in Q1 2025 and held it in 3 quarters.
  • WBI Investments's Charter Communications position peaked at $1.42M in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.