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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
Q2 		$6.11K Hold
43
– – ﹤0.01% 824
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 $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

Medallion Wealth Advisors's CHTR Position: Q2 2026 in Review

Medallion Wealth Advisors held its Charter Communications (CHTR) position steady in Q2 2026 at 43 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Medallion Wealth Advisors first reported a position in CHTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.4K in Q2 2025. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Medallion Wealth Advisors held 43 shares of Charter Communications worth $6.11K as of Q2 2026.
  • Medallion Wealth Advisors left its Charter Communications share count unchanged in Q2 2026.
  • Charter Communications made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #824 holding.
  • Medallion Wealth Advisors first reported a position in Charter Communications in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Charter Communications position peaked at $18.4K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.