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Winnow Wealth’s Charter Communications CHTR Stock Holding History

Winnow Wealth’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 		$551K Buy
3,874
+67
+2% +$11.2K 0.37% 83
2026
Q1 		$822K Sell
3,807
-307
-7% -$66.5K 0.63% 58
2025
Q4 		$860K Buy
4,114
+615
+18% +$138K 0.64% 66
2025
Q3 		$966K Buy
3,499
+3,479
+17,395% +$1.05M 0.76% 52
2025
Q2 		$8.18K Sell
20
-2,332
-99% -$893K 0.01% 134
2025
Q1 		$867K Buy
2,352
+344
+17% +$123K 0.8% 41
2024
Q4 		$624K Buy
+2,008
New +$726K 0.62% 58

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

Winnow Wealth's CHTR Position: Q2 2026 in Review

Winnow Wealth increased its Charter Communications (CHTR) stake by 1.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,874 shares worth $551K. The position accounts for 0.37% of the portfolio, ranked #83.

Winnow Wealth first reported a position in CHTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $966K in Q3 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Winnow Wealth held 3,874 shares of Charter Communications worth $551K as of Q2 2026.
  • Winnow Wealth bought 67 Charter Communications shares in Q2 2026, an estimated $11.2K.
  • Charter Communications made up 0.37% of Winnow Wealth's portfolio in Q2 2026, its #83 holding.
  • Winnow Wealth first reported a position in Charter Communications in Q4 2024 and has held it in 7 quarters since.
  • Winnow Wealth's Charter Communications position peaked at $966K in Q3 2025.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.