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Yousif Capital Management’s Charter Communications CHTR Stock Holding History

Yousif Capital Management’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 		$1.96M Buy
13,806
+841
+6% +$140K 0.02% 697
2026
Q1 		$2.8M Buy
12,965
+55
+0.4% +$11.9K 0.03% 511
2025
Q4 		$2.38M Sell
12,910
-1,051
-8% -$236K 0.03% 616
2025
Q3 		$3.84M Sell
13,961
-870
-6% -$263K 0.04% 418
2025
Q2 		$6.06M Sell
14,831
-623
-4% -$238K 0.07% 274
2025
Q1 		$5.7M Sell
15,454
-82
-0.5% -$29.3K 0.07% 278
2024
Q4 		$5.33M Buy
15,536
+267
+2% +$96.5K 0.06% 304
2024
Q3 		$4.95M Sell
15,269
-212
-1% -$71.3K 0.05% 338
2024
Q2 		$4.63M Sell
15,481
-395
-2% -$108K 0.05% 350
2024
Q1 		$4.61M Sell
15,876
-173
-1% -$55.6K 0.05% 374
2023
Q4 		$6.24M Sell
16,049
-1,380
-8% -$563K 0.07% 262
2023
Q3 		$7.67M Sell
17,429
-729
-4% -$303K 0.1% 193
2023
Q2 		$6.67M Buy
18,158
+50
+0.3% +$17.1K 0.08% 231
2023
Q1 		$6.48M Sell
18,108
-1,037
-5% -$387K 0.08% 229
2022
Q4 		$6.49M Buy
19,145
+473
+3% +$166K 0.09% 226
2022
Q3 		$5.66M Buy
18,672
+80
+0.4% +$34.2K 0.08% 234
2022
Q2 		$8.71M Sell
18,592
-621
-3% -$303K 0.11% 170
2022
Q1 		$10.5M Buy
19,213
+448
+2% +$263K 0.11% 159
2021
Q4 		$12.2M Buy
+18,765
New +$12.8M 0.13% 142

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

Yousif Capital Management's CHTR Position: Q2 2026 in Review

Yousif Capital Management increased its Charter Communications (CHTR) stake by 6.5% in Q2 2026, buying an estimated $140K and bringing the position to 13,806 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #697.

Yousif Capital Management first reported a position in CHTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.2M in Q4 2021. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Yousif Capital Management held 13,806 shares of Charter Communications worth $1.96M as of Q2 2026.
  • Yousif Capital Management bought 841 Charter Communications shares in Q2 2026, an estimated $140K.
  • Charter Communications made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #697 holding.
  • Yousif Capital Management first reported a position in Charter Communications in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Charter Communications position peaked at $12.2M in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.