Clark Wealth Partners’s Charter Communications CHTR Stock Holding History

Clark Wealth Partners’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	$569	Buy	4 +3	+300%	+$501	﹤0.01%	523
2026 Q1	$216	Buy	+1	New	+$217	﹤0.01%	585
2025 Q3	–	Sell	-5	Closed	-$2.04K	–	584
2025 Q2	$2.04K	Hold	5	–	–	﹤0.01%	381
2025 Q1	$1.84K	Hold	5	–	–	﹤0.01%	385
2024 Q4	$1.71K	Buy	+5	New	+$1.81K	﹤0.01%	381

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 $59.9B AUM 27.01% 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

Clark Wealth Partners's CHTR Position: Q2 2026 in Review

Clark Wealth Partners increased its Charter Communications (CHTR) stake by 300% in Q2 2026, buying an estimated $501 and bringing the position to 4 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Clark Wealth Partners first reported a position in CHTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.04K in Q2 2025. 722 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Clark Wealth Partners held 4 shares of Charter Communications worth $569 as of Q2 2026.
Clark Wealth Partners bought 3 Charter Communications shares in Q2 2026, an estimated $501.
Charter Communications made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #523 holding.
Clark Wealth Partners first reported a position in Charter Communications in Q4 2024 and has held it in 5 quarters since.
Clark Wealth Partners's Charter Communications position peaked at $2.04K in Q2 2025.
722 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.