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Medallion Wealth Advisors’s Charter Communications CHTR Stock Holding History

Medallion 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
Q1 		$9.28K Hold
43
– – ﹤0.01% 770
2025
Q4 		$8.98K Hold
43
– – ﹤0.01% 762
2025
Q3 		$11.8K Sell
43
-1
-2% -$302 ﹤0.01% 721
2025
Q2 		$18.4K Hold
44
– – 0.01% 634
2025
Q1 		$16.3K Buy
44
+1
+2% +$358 0.01% 610
2024
Q4 		$14.8K Buy
+43
New +$15.5K 0.01% 609

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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

Medallion Wealth Advisors's CHTR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Charter Communications (CHTR) position steady in Q1 2026 at 43 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Medallion Wealth Advisors first reported a position in CHTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.4K in Q2 2025. 789 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

  • Medallion Wealth Advisors held 43 shares of Charter Communications worth $9.28K as of Q1 2026.
  • Medallion Wealth Advisors left its Charter Communications share count unchanged in Q1 2026.
  • Charter Communications made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #770 holding.
  • Medallion Wealth Advisors first reported a position in Charter Communications in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Charter Communications position peaked at $18.4K in Q2 2025.
  • 789 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.