Cornerstone Planning Group’s Charter Communications CHTR Stock Holding History

Cornerstone Planning Group’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	–	Sell	-18	Closed	-$2.33K	–	435
2026 Q2	$2.33K	Sell	18 -3	-14%	-$501	﹤0.01%	1284
2026 Q1	$3.32K	Buy	21 +14	+200%	+$3.03K	﹤0.01%	1193
2025 Q4	$1.28K	Sell	7 -2	-22%	-$450	﹤0.01%	1293
2025 Q3	$2.08K	Sell	9 -10	-53%	-$3.02K	﹤0.01%	1153
2025 Q2	$5.05K	Sell	19 -1	-5%	-$383	﹤0.01%	723
2025 Q1	$6.75K	Buy	20 +6	+43%	+$2.15K	﹤0.01%	651
2024 Q4	$5.14K	Buy	14 +2	+17%	+$723	﹤0.01%	574
2024 Q3	$3.93K	Buy	12 +1	+9%	+$336	﹤0.01%	628
2024 Q2	$4K	Buy	11 +6	+120%	+$1.64K	﹤0.01%	621
2024 Q1	$1.33K	Hold	5	–	–	﹤0.01%	726
2023 Q4	$1.94K	Hold	5	–	–	﹤0.01%	641
2023 Q3	$2.2K	Sell	5 -7	-58%	-$2.91K	﹤0.01%	638
2023 Q2	$4.41K	Buy	+12	New	+$4.1K	﹤0.01%	932
2022 Q4	$4.61K	Buy	+12	New	+$4.22K	﹤0.01%	935

Other funds holding CHTR

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cornerstone Planning Group's CHTR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Charter Communications (CHTR) in Q3 2026, closing a stake of 18 shares — an estimated $2.33K sold.

Cornerstone Planning Group first reported a position in CHTR in Q4 2022 and held it in 14 quarters. The position peaked at $6.75K in Q1 2025. 154 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Cornerstone Planning Group reported no remaining Charter Communications position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 18 Charter Communications shares in Q3 2026, an estimated $2.33K.
Cornerstone Planning Group first reported a position in Charter Communications in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Charter Communications position peaked at $6.75K in Q1 2025.
154 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.