BIAS
CHTR icon

Beacon Investment Advisory Services’s Charter Communications CHTR Stock Holding History

Beacon Investment Advisory Services’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
Q3 		$1.89K Buy
17
+5
+42% +$696 ﹤0.01% 737
2026
Q2 		$1.71K Sell
12
-5
-29% -$834 ﹤0.01% 760
2026
Q1 		$3.67K Buy
+17
New +$3.68K ﹤0.01% 719

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Beacon Investment Advisory Services's CHTR Position: Q3 2026 in Review

Beacon Investment Advisory Services increased its Charter Communications (CHTR) stake by 42% in Q3 2026, buying an estimated $696 and bringing the position to 17 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Beacon Investment Advisory Services first reported a position in CHTR in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.67K in Q1 2026. 42 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Beacon Investment Advisory Services held 17 shares of Charter Communications worth $1.89K as of Q3 2026.
  • Beacon Investment Advisory Services bought 5 Charter Communications shares in Q3 2026, an estimated $696.
  • Charter Communications made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #737 holding.
  • Beacon Investment Advisory Services first reported a position in Charter Communications in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Charter Communications position peaked at $3.67K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.