Allied Private Wealth’s Charter Communications CHTR Stock Holding History

Allied Private Wealth’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	$1.87K	Buy	+14	New	+$2.34K	﹤0.01%	742

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allied Private Wealth's CHTR Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Charter Communications (CHTR) in Q2 2026: 14 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings.

783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Allied Private Wealth held 14 shares of Charter Communications worth $1.87K as of Q2 2026.
Charter Communications was a new Allied Private Wealth position in Q2 2026.
Charter Communications made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #742 holding.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.