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 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	+$4.09K	﹤0.01%	932
2022 Q4	$4.61K	Buy	+12	New	+$4.22K	﹤0.01%	935

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

Cornerstone Planning Group's CHTR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Charter Communications (CHTR) stake by 14% in Q2 2026, selling an estimated $501 and leaving 18 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Cornerstone Planning Group first reported a position in CHTR in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.75K in Q1 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Cornerstone Planning Group held 18 shares of Charter Communications worth $2.33K as of Q2 2026.
Cornerstone Planning Group sold 3 Charter Communications shares in Q2 2026, an estimated $501.
Charter Communications made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1284 holding.
Cornerstone Planning Group first reported a position in Charter Communications in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Charter Communications position peaked at $6.75K in Q1 2025.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.