Whipplewood Advisors’s Charter Communications CHTR Stock Holding History

Whipplewood Advisors’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	-12	Closed	-$2.59K	–	709
2026 Q1	$2.59K	Buy	12 +11	+1,100%	+$2.38K	﹤0.01%	727
2025 Q4	$209	Buy	+1	New	+$225	﹤0.01%	492
2025 Q3	–	Sell	-16	Closed	-$6.54K	–	462
2025 Q2	$6.54K	Buy	16 +5	+45%	+$1.91K	﹤0.01%	644
2025 Q1	$5.9K	Sell	11 -5	-31%	-$1.79K	﹤0.01%	665
2024 Q4	$5.49K	Buy	+16	New	+$5.79K	﹤0.01%	683

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's CHTR Position: Q2 2026 in Review

Whipplewood Advisors sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 12 shares — an estimated $2.59K sold.

Whipplewood Advisors first reported a position in CHTR in Q4 2024 and held it in 5 quarters. The position peaked at $6.54K in Q2 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Whipplewood Advisors reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 12 Charter Communications shares in Q2 2026, an estimated $2.59K.
Whipplewood Advisors first reported a position in Charter Communications in Q4 2024 and held it in 5 quarters.
Whipplewood Advisors's Charter Communications position peaked at $6.54K in Q2 2025.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.