UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1463217
IRVING, TX
Position in CHTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$839,989
+$60,934 QoQ
Shares Held
3,891
+4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $63,466,058 across 15 Telecom Services names. CHTR ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
108,098 | $22,703,822 | |
| 2 | T |
At&T Inc.
|
530,473 | $15,378,412 | |
| 3 | VZ |
Verizon Communications Inc
|
305,285 | $15,325,307 | |
| 4 | CMCSA |
Comcast Corp
|
143,709 | $4,125,885 | |
| 5 | RCI |
Rogers Communications Inc
|
47,376 | $1,821,607 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
3,891 | $839,989 | |
| 7 | AMX |
America Movil Sab De Cv/
|
22,792 | $580,740 | |
| 8 | SKM |
Sk Telecom Co Ltd
|
17,716 | $518,901 |
All Filings in CHTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $839,989 | 3,891 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $779,055 | 3,732 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $431,922 | 1,570 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,557,157 | 3,809 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,400,782 | 3,801 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,251,453 | 3,651 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,149,511 | 3,547 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $900,467 | 3,012 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $709,137 | 2,440 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,381,757 | 3,555 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $582,761 | 1,325 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $560,606 | 1,526 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $575,752 | 1,610 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $564,601 | 1,665 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $649,775 | 2,142 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,287,051 | 2,747 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,675,837 | 3,072 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,650,788 | 2,532 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,762,150 | 2,422 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,801,460 | 2,497 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,152,593 | 1,868 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,231,144 | 1,861 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,161,896 | 1,861 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $891,549 | 1,748 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,208,646 | 9,646 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||