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Heritage Wealth Management (Ohio)’s Charter Communications CHTR Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-1,302
Closed -$272K – 166
2025
Q4 		$272K Hold
1,302
– – 0.08% 216
2025
Q3 		$358K Hold
1,302
– – 0.11% 175
2025
Q2 		$532K Hold
1,302
– – 0.17% 128
2025
Q1 		$480K Hold
1,302
– – 0.16% 139
2024
Q4 		$446K Hold
1,302
– – 0.15% 144
2024
Q3 		$422K Hold
1,302
– – 0.14% 153
2024
Q2 		$393K Buy
+1,302
New +$355K 0.13% 155

Other funds holding CHTR

Dodge & Cox
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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 Management (Ohio)'s CHTR Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 1,302 shares — an estimated $272K sold.

Heritage Wealth Management (Ohio) first reported a position in CHTR in Q2 2024 and held it in 7 quarters. The position peaked at $532K in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,302 Charter Communications shares in Q1 2026, an estimated $272K.
  • Heritage Wealth Management (Ohio) first reported a position in Charter Communications in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Charter Communications position peaked at $532K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.