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Heritage Wealth Advisors’s Charter Communications CHTR Stock Holding History

Heritage Wealth Advisors’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 		$15.5K Hold
72
– – ﹤0.01% 475
2025
Q4 		$15K Hold
72
– – ﹤0.01% 429
2025
Q3 		$19.8K Hold
72
– – ﹤0.01% 379
2025
Q2 		$29.4K Buy
+72
New +$27.6K ﹤0.01% 336
2020
Q1 		– Sell
-5
Closed -$2.42K – 466
2019
Q4 		$2.42K Buy
+5
New +$2.3K ﹤0.01% 522

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

Heritage Wealth Advisors's CHTR Position: Q1 2026 in Review

Heritage Wealth Advisors held its Charter Communications (CHTR) position steady in Q1 2026 at 72 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Heritage Wealth Advisors first reported a position in CHTR in Q4 2019 and has held it in 5 quarters since. The position peaked at $29.4K in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Heritage Wealth Advisors held 72 shares of Charter Communications worth $15.5K as of Q1 2026.
  • Heritage Wealth Advisors left its Charter Communications share count unchanged in Q1 2026.
  • Charter Communications made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #475 holding.
  • Heritage Wealth Advisors first reported a position in Charter Communications in Q4 2019 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's Charter Communications position peaked at $29.4K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.