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 Q2	$10.2K	Hold	72	–	–	﹤0.01%	523
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 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

Heritage Wealth Advisors's CHTR Position: Q2 2026 in Review

Heritage Wealth Advisors held its Charter Communications (CHTR) position steady in Q2 2026 at 72 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Heritage Wealth Advisors first reported a position in CHTR in Q4 2019 and has held it in 6 quarters since. The position peaked at $29.4K in Q2 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Heritage Wealth Advisors held 72 shares of Charter Communications worth $10.2K as of Q2 2026.
Heritage Wealth Advisors left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #523 holding.
Heritage Wealth Advisors first reported a position in Charter Communications in Q4 2019 and has held it in 6 quarters since.
Heritage Wealth Advisors's Charter Communications position peaked at $29.4K in Q2 2025.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.