MBM Wealth Consultants’s Charter Communications CHTR Stock Holding History

MBM Wealth Consultants’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	–	Sell	-3	Closed	-$648	–	167
2026 Q1	$648	Buy	+3	New	+$650	﹤0.01%	355
2023 Q2	–	Sell	-3	Closed	-$1K	–	132
2023 Q1	$1K	Hold	3	–	–	﹤0.01%	258
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	321
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	255
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	262
2022 Q1	$2K	Hold	3	–	–	﹤0.01%	281
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	267
2021 Q3	$2K	Buy	+3	New	+$2.28K	﹤0.01%	267

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

MBM Wealth Consultants's CHTR Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 3 shares — an estimated $648 sold.

MBM Wealth Consultants first reported a position in CHTR in Q3 2021 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

MBM Wealth Consultants reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 3 Charter Communications shares in Q2 2026, an estimated $648.
MBM Wealth Consultants first reported a position in Charter Communications in Q3 2021 and held it in 8 quarters.
MBM Wealth Consultants's Charter Communications position peaked at $2K in Q1 2022.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.