Position in CHTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,955,550
+$1,891,694 QoQ
Shares Held
20,783
+321.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#199
of 777 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Focus Partners Wealth holds $181,261,573 across 17 Telecom Services names. CHTR ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,671,791 | $70,783,630 | |
| 2 | T |
At&T Inc.
|
3,257,265 | $67,425,385 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
96,394 | $16,168,165 | |
| 4 | CMCSA |
Comcast Corp
|
617,169 | $15,151,498 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
20,783 | $2,955,550 | |
| 6 | IRDM |
Iridium Communications Inc.
|
47,598 | $2,610,750 | |
| 7 | LUMN |
Lumen Technologies, Inc.
|
264,642 | $2,032,450 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
70,267 | $929,632 |
All Filings in CHTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,955,550 | 20,783 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,063,856 | 4,928 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,322,848 | 6,337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,757,952 | 6,390 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $965,200 | 2,361 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,709,979 | 4,640 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $728,729 | 2,126 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $503,620 | 1,554 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $469,367 | 1,570 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $391,187 | 1,346 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $557,367 | 1,434 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||