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Jackson Thornton Wealth Management’s Charter Communications CHTR Stock Holding History

Jackson Thornton 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 		$320K Buy
+2,253
New +$376K 0.03% 265
2025
Q4 		– Sell
-1,225
Closed -$336K – 310
2025
Q3 		$336K Buy
+1,225
New +$370K 0.03% 163

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's CHTR Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Charter Communications (CHTR) in Q2 2026: 2,253 shares worth $320K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in CHTR as recently as Q3 2025.

Jackson Thornton Wealth Management first reported a position in CHTR in Q3 2025 and has held it in 2 quarters since. The position peaked at $336K in Q3 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,253 shares of Charter Communications worth $320K as of Q2 2026.
  • Charter Communications was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Charter Communications made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Jackson Thornton Wealth Management first reported a position in Charter Communications in Q3 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's Charter Communications position peaked at $336K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.