YHB Investment Advisors’s Charter Communications CHTR Stock Holding History

YHB Investment 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	$428K	Buy	3,010 +1,230	+69%	+$205K	0.03%	228
2026 Q1	$384K	Hold	1,780	–	–	0.03%	230
2025 Q4	$372K	Sell	1,780 -103	-5%	-$23.2K	0.03%	232
2025 Q3	$518K	Sell	1,883 -17	-0.9%	-$5.14K	0.04%	207
2025 Q2	$777K	Hold	1,900	–	–	0.06%	175
2025 Q1	$700K	Sell	1,900 -780	-29%	-$279K	0.06%	178
2024 Q4	$919K	Sell	2,680 -303	-10%	-$110K	0.08%	153
2024 Q3	$967K	Hold	2,983	–	–	0.08%	152
2024 Q2	$892K	Hold	2,983	–	–	0.08%	154
2024 Q1	$867K	Buy	2,983 +30	+1%	+$9.64K	0.08%	155
2023 Q4	$1.15M	Sell	2,953 -922	-24%	-$376K	0.11%	138
2023 Q3	$1.7M	Sell	3,875 -108	-3%	-$44.9K	0.16%	126
2023 Q2	$1.46M	Buy	3,983 +71	+2%	+$24.2K	0.14%	130
2023 Q1	$1.4M	Buy	3,912 +469	+14%	+$175K	0.14%	129
2022 Q4	$1.17M	Buy	3,443 +417	+14%	+$147K	0.12%	135
2022 Q3	$918K	Hold	3,026	–	–	0.1%	146
2022 Q2	$1.42M	Hold	3,026	–	–	0.15%	125
2022 Q1	$1.65M	Sell	3,026 -91	-3%	-$53.4K	0.15%	127
2021 Q4	$2.03M	Sell	3,117 -25	-0.8%	-$17K	0.16%	130
2021 Q3	$2.29M	Buy	3,142 +12	+0.4%	+$9.11K	0.2%	113
2021 Q2	$2.26M	Hold	3,130	–	–	0.19%	117
2021 Q1	$2.02M	Buy	3,130 +16	+0.5%	+$10K	0.17%	121
2020 Q4	$2.06M	Buy	3,114 +12	+0.4%	+$7.64K	0.2%	111
2020 Q3	$1.94M	Buy	3,102 +754	+32%	+$445K	0.21%	107
2020 Q2	$1.2M	Sell	2,348 -220	-9%	-$112K	0.17%	100
2020 Q1	$1.12M	Sell	2,568 -684	-21%	-$335K	0.19%	96
2019 Q4	$1.58M	Sell	3,252 -80	-2%	-$36.8K	0.23%	89
2019 Q3	$1.37M	Sell	3,332 -150	-4%	-$60.5K	0.21%	93
2019 Q2	$1.38M	Sell	3,482 -900	-21%	-$337K	0.22%	99
2019 Q1	$1.52M	Hold	4,382	–	–	0.24%	99
2018 Q4	$1.25M	Sell	4,382 -337	-7%	-$106K	0.22%	101
2018 Q3	$1.54M	Hold	4,719	–	–	0.23%	98
2018 Q2	$1.38M	Buy	+4,719	New	+$1.36M	0.23%	104

Other funds holding CHTR

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YHB Investment Advisors's CHTR Position: Q2 2026 in Review

YHB Investment Advisors increased its Charter Communications (CHTR) stake by 69% in Q2 2026, buying an estimated $205K and bringing the position to 3,010 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #228.

YHB Investment Advisors first reported a position in CHTR in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.29M in Q3 2021. 156 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

YHB Investment Advisors held 3,010 shares of Charter Communications worth $428K as of Q2 2026.
YHB Investment Advisors bought 1,230 Charter Communications shares in Q2 2026, an estimated $205K.
Charter Communications made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #228 holding.
YHB Investment Advisors first reported a position in Charter Communications in Q2 2018 and has held it in 33 quarters since.
YHB Investment Advisors's Charter Communications position peaked at $2.29M in Q3 2021.
156 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.