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Cornerstone Financial Management’s Charter Communications CHTR Stock Holding History

Cornerstone Financial Management’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 		$1.42K Buy
10
+2
+25% +$334 ﹤0.01% 963
2026
Q1 		$1.73K Buy
8
+6
+300% +$1.3K ﹤0.01% 789
2025
Q4 		$418 Buy
+2
New +$450 ﹤0.01% 1223

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Financial Management's CHTR Position: Q2 2026 in Review

Cornerstone Financial Management increased its Charter Communications (CHTR) stake by 25% in Q2 2026, buying an estimated $334 and bringing the position to 10 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Cornerstone Financial Management first reported a position in CHTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73K in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Cornerstone Financial Management held 10 shares of Charter Communications worth $1.42K as of Q2 2026.
  • Cornerstone Financial Management bought 2 Charter Communications shares in Q2 2026, an estimated $334.
  • Charter Communications made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #963 holding.
  • Cornerstone Financial Management first reported a position in Charter Communications in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Charter Communications position peaked at $1.73K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.