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HB Wealth Management’s Charter Communications CHTR Stock Holding History

HB Wealth 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 		$730K Buy
5,130
+3,051
+147% +$509K ﹤0.01% 913
2026
Q1 		$449K Sell
2,079
-85
-4% -$18.4K ﹤0.01% 1030
2025
Q4 		$452K Sell
2,164
-136
-6% -$30.6K ﹤0.01% 946
2025
Q3 		$633K Buy
2,300
+395
+21% +$119K ﹤0.01% 759
2025
Q2 		$779K Sell
1,905
-326
-15% -$125K 0.01% 605
2025
Q1 		$822K Buy
2,231
+571
+34% +$204K 0.01% 596
2024
Q4 		$569K Buy
1,660
+126
+8% +$45.6K 0.01% 577
2024
Q3 		$497K Buy
1,534
+147
+11% +$49.4K 0.01% 585
2024
Q2 		$415K Buy
1,387
+497
+56% +$136K ﹤0.01% 600
2024
Q1 		$259K Sell
890
-496
-36% -$159K ﹤0.01% 709
2023
Q4 		$539K Sell
1,386
-426
-24% -$174K 0.01% 434
2023
Q3 		$797K Buy
1,812
+491
+37% +$204K 0.01% 335
2023
Q2 		$485K Sell
1,321
-43
-3% -$14.7K 0.01% 425
2023
Q1 		$488K Buy
1,364
+241
+21% +$90K 0.01% 419
2022
Q4 		$381K Buy
1,123
+428
+62% +$150K 0.01% 462
2022
Q3 		$211K Sell
695
-118
-15% -$50.5K ﹤0.01% 536
2022
Q2 		$381K Buy
813
+176
+28% +$85.8K 0.01% 394
2022
Q1 		$347K Buy
637
+114
+22% +$66.9K 0.01% 419
2021
Q4 		$341K Buy
+523
New +$356K 0.01% 368

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 $3.38T AUM 44.17% 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

HB Wealth Management's CHTR Position: Q2 2026 in Review

HB Wealth Management increased its Charter Communications (CHTR) stake by 147% in Q2 2026, buying an estimated $509K and bringing the position to 5,130 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

HB Wealth Management first reported a position in CHTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $822K in Q1 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • HB Wealth Management held 5,130 shares of Charter Communications worth $730K as of Q2 2026.
  • HB Wealth Management bought 3,051 Charter Communications shares in Q2 2026, an estimated $509K.
  • Charter Communications made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #913 holding.
  • HB Wealth Management first reported a position in Charter Communications in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Charter Communications position peaked at $822K in Q1 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.