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Oakmont Advisory Group’s Charter Communications CHTR Stock Holding History

Oakmont Advisory Group’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 		$11.9K Buy
+84
New +$14K 0.01% 302
2026
Q1 		– Sell
-1,629
Closed -$340K – 120
2025
Q4 		$340K Buy
+1,629
New +$366K 0.36% 75

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 $59.9B AUM 27.01% 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

Oakmont Advisory Group's CHTR Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Charter Communications (CHTR) in Q2 2026: 84 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Oakmont Advisory Group previously reported a position in CHTR as recently as Q4 2025.

Oakmont Advisory Group first reported a position in CHTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $340K in Q4 2025. 780 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Oakmont Advisory Group held 84 shares of Charter Communications worth $11.9K as of Q2 2026.
  • Charter Communications was a new Oakmont Advisory Group position in Q2 2026.
  • Charter Communications made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #302 holding.
  • Oakmont Advisory Group first reported a position in Charter Communications in Q4 2025 and has held it in 2 quarters since.
  • Oakmont Advisory Group's Charter Communications position peaked at $340K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.