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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
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 $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HB Wealth Management's CHTR Position: Q1 2026 in Review

HB Wealth Management reduced its Charter Communications (CHTR) stake by 3.9% in Q1 2026, selling an estimated $18.4K and leaving 2,079 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

HB Wealth Management first reported a position in CHTR in Q4 2021 and has held it in 18 quarters since. The position peaked at $822K in Q1 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • HB Wealth Management held 2,079 shares of Charter Communications worth $449K as of Q1 2026.
  • HB Wealth Management sold 85 Charter Communications shares in Q1 2026, an estimated $18.4K.
  • Charter Communications made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1030 holding.
  • HB Wealth Management first reported a position in Charter Communications in Q4 2021 and has held it in 18 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 Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.