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Institute for Wealth Management’s Charter Communications CHTR Stock Holding History

Institute for 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 		$151K Sell
1,061
-22
-2% -$3.67K 0.01% 587
2026
Q1 		$234K Sell
1,083
-31
-3% -$6.72K 0.02% 485
2025
Q4 		$232K Sell
1,114
-490
-31% -$110K 0.02% 502
2025
Q3 		$441K Sell
1,604
-573
-26% -$173K 0.05% 350
2025
Q2 		$890K Buy
2,177
+142
+7% +$54.4K 0.1% 211
2025
Q1 		$750K Buy
2,035
+444
+28% +$159K 0.1% 237
2024
Q4 		$545K Sell
1,591
-221
-12% -$79.9K 0.07% 274
2024
Q3 		$587K Buy
1,812
+222
+14% +$74.7K 0.07% 267
2024
Q2 		$475K Buy
1,590
+439
+38% +$120K 0.06% 288
2024
Q1 		$334K Sell
1,151
-24
-2% -$7.71K 0.04% 366
2023
Q4 		$457K Buy
1,175
+42
+4% +$17.1K 0.07% 289
2023
Q3 		$498K Sell
1,133
-66
-6% -$27.4K 0.09% 262
2023
Q2 		$440K Buy
1,199
+29
+2% +$9.9K 0.07% 288
2023
Q1 		$418K Buy
1,170
+10
+0.9% +$3.73K 0.08% 290
2022
Q4 		$393K Buy
1,160
+85
+8% +$29.9K 0.08% 304
2022
Q3 		$326K Sell
1,075
-6
-0.6% -$2.57K 0.07% 320
2022
Q2 		$506K Buy
1,081
+11
+1% +$5.36K 0.1% 269
2022
Q1 		$584K Buy
1,070
+45
+4% +$26.4K 0.09% 262
2021
Q4 		$668K Buy
1,025
+8
+0.8% +$5.45K 0.11% 227
2021
Q3 		$740K Hold
1,017
– – 0.13% 192
2021
Q2 		$734K Sell
1,017
-50
-5% -$33.7K 0.13% 195
2021
Q1 		$658K Sell
1,067
-12
-1% -$7.5K 0.13% 206
2020
Q4 		$714K Sell
1,079
-80
-7% -$50.9K 0.14% 184
2020
Q3 		$724K Buy
1,159
+61
+6% +$36K 0.17% 159
2020
Q2 		$560K Buy
1,098
+2
+0.2% +$1.01K 0.14% 206
2020
Q1 		$478K Sell
1,096
-320
-23% -$157K 0.15% 196
2019
Q4 		$687K Buy
1,416
+254
+22% +$117K 0.16% 195
2019
Q3 		$479K Sell
1,162
-13
-1% -$5.25K 0.12% 243
2019
Q2 		$464K Buy
1,175
+120
+11% +$45K 0.1% 268
2019
Q1 		$366K Buy
1,055
+104
+11% +$34.3K 0.08% 295
2018
Q4 		$271K Buy
+951
New +$298K 0.11% 209

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 $3.37T AUM 44.26% 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

Institute for Wealth Management's CHTR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Charter Communications (CHTR) stake by 2% in Q2 2026, selling an estimated $3.67K and leaving 1,061 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #587.

Institute for Wealth Management first reported a position in CHTR in Q4 2018 and has held it in 31 quarters since. The position peaked at $890K in Q2 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Institute for Wealth Management held 1,061 shares of Charter Communications worth $151K as of Q2 2026.
  • Institute for Wealth Management sold 22 Charter Communications shares in Q2 2026, an estimated $3.67K.
  • Charter Communications made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Institute for Wealth Management first reported a position in Charter Communications in Q4 2018 and has held it in 31 quarters since.
  • Institute for Wealth Management's Charter Communications position peaked at $890K in Q2 2025.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.