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BOLTON SECURITIES CORPORATION’s Charter Communications CHTR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$14K Buy
+65
New +$14.1K ﹤0.01% 1537
2025
Q3 		$15.4K Buy
+56
New +$16.9K ﹤0.01% 1450
2025
Q1 		$20.3K Buy
+55
New +$19.7K ﹤0.01% 1276

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CHTR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Charter Communications (CHTR) in Q1 2026: 65 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CHTR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in CHTR in Q1 2025 and has held it in 3 quarters since. The position peaked at $20.3K in Q1 2025. 797 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 65 shares of Charter Communications worth $14K as of Q1 2026.
  • Charter Communications was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Charter Communications made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1537 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Charter Communications in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Charter Communications position peaked at $20.3K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.