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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winnow Wealth's CHTR Position: Q1 2026 in Review

Winnow Wealth reduced its Charter Communications (CHTR) stake by 7.5% in Q1 2026, selling an estimated $66.5K and leaving 3,807 shares worth $822K. The position accounts for 0.63% of the portfolio, ranked #58.

Winnow Wealth first reported a position in CHTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $966K in Q3 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Winnow Wealth held 3,807 shares of Charter Communications worth $822K as of Q1 2026.
Winnow Wealth sold 307 Charter Communications shares in Q1 2026, an estimated $66.5K.
Charter Communications made up 0.63% of Winnow Wealth's portfolio in Q1 2026, its #58 holding.
Winnow Wealth first reported a position in Charter Communications in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's Charter Communications position peaked at $966K in Q3 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.