MWM
CHTR icon

Mission Wealth Management’s Charter Communications CHTR Stock Holding History

Mission 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 		$253K Buy
+1,782
New +$297K ﹤0.01% 940
2021
Q3 		– Sell
-834
Closed -$602K – 511
2021
Q2 		$602K Sell
834
-3
-0.4% -$2.02K 0.03% 256
2021
Q1 		$516K Buy
837
+3
+0.4% +$1.88K 0.03% 256
2020
Q4 		$552K Sell
834
-105
-11% -$66.8K 0.03% 215
2020
Q3 		$586K Sell
939
-58
-6% -$34.2K 0.04% 181
2020
Q2 		$509K Buy
997
+106
+12% +$53.8K 0.04% 182
2020
Q1 		$389K Sell
891
-37
-4% -$18.1K 0.04% 182
2019
Q4 		$450K Buy
928
+41
+5% +$18.9K 0.04% 194
2019
Q3 		$366K Buy
887
+4
+0.5% +$1.61K 0.04% 198
2019
Q2 		$349K Sell
883
-8
-0.9% -$3K 0.04% 214
2019
Q1 		$309K Hold
891
– – 0.04% 224
2018
Q4 		$254K Sell
891
-3
-0.3% -$941 0.03% 219
2018
Q3 		$291K Sell
894
-200
-18% -$61K 0.04% 219
2018
Q2 		$321K Hold
1,094
– – 0.05% 182
2018
Q1 		$341K Sell
1,094
-15
-1% -$5.27K 0.06% 151
2017
Q4 		$373K Hold
1,109
– – 0.06% 131
2017
Q3 		$403K Sell
1,109
-95
-8% -$35.4K 0.07% 117
2017
Q2 		$406K Buy
1,204
+12
+1% +$4K 0.08% 114
2017
Q1 		$390K Hold
1,192
– – 0.08% 115
2016
Q4 		$343K Sell
1,192
-211
-15% -$56.8K 0.07% 119
2016
Q3 		$379K Hold
1,403
– – 0.09% 104
2016
Q2 		$321K Buy
+1,403
New +$301K 0.09% 108

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

Mission Wealth Management's CHTR Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Charter Communications (CHTR) in Q2 2026: 1,782 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in CHTR as recently as Q2 2021.

Mission Wealth Management first reported a position in CHTR in Q2 2016 and has held it in 22 quarters since. The position peaked at $602K in Q2 2021. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Mission Wealth Management held 1,782 shares of Charter Communications worth $253K as of Q2 2026.
  • Charter Communications was a new Mission Wealth Management position in Q2 2026.
  • Charter Communications made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #940 holding.
  • Mission Wealth Management first reported a position in Charter Communications in Q2 2016 and has held it in 22 quarters since.
  • Mission Wealth Management's Charter Communications position peaked at $602K in Q2 2021.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.