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Whalen Wealth Management’s Charter Communications CHTR Stock Holding History

Whalen Wealth Management’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 		– Sell
-2,401
Closed -$501K – 183
2025
Q4 		$501K Buy
2,401
+618
+35% +$139K 0.27% 91
2025
Q3 		$490K Buy
1,783
+651
+58% +$197K 0.29% 78
2025
Q2 		$463K Buy
1,132
+25
+2% +$9.57K 0.29% 102
2025
Q1 		$408K Buy
1,107
+412
+59% +$147K 0.27% 83
2024
Q4 		$238K Buy
+695
New +$251K 0.17% 127

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

Whalen Wealth Management's CHTR Position: Q1 2026 in Review

Whalen Wealth Management sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 2,401 shares — an estimated $501K sold.

Whalen Wealth Management first reported a position in CHTR in Q4 2024 and held it in 5 quarters. The position peaked at $501K in Q4 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Whalen Wealth Management reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 2,401 Charter Communications shares in Q1 2026, an estimated $501K.
  • Whalen Wealth Management first reported a position in Charter Communications in Q4 2024 and held it in 5 quarters.
  • Whalen Wealth Management's Charter Communications position peaked at $501K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.