Peak Retirement Planning’s Charter Communications CHTR Stock Holding History

Peak Retirement Planning’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	–	Sell	-13,540	Closed	-$2.83M	–	155
2025 Q4	$2.83M	Buy	13,540 +5,513	+69%	+$1.24M	0.66%	33
2025 Q3	$2.21M	Buy	8,027 +4,302	+115%	+$1.3M	0.62%	38
2025 Q2	$1.52M	Buy	3,725 +632	+20%	+$242K	0.61%	35
2025 Q1	$1.14M	Buy	3,093 +568	+22%	+$203K	0.63%	30
2024 Q4	$870K	Buy	+2,525	New	+$913K	0.59%	52

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Peak Retirement Planning's CHTR Position: Q1 2026 in Review

Peak Retirement Planning sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 13,540 shares — an estimated $2.83M sold.

Peak Retirement Planning first reported a position in CHTR in Q4 2024 and held it in 5 quarters. The position peaked at $2.83M in Q4 2025. 790 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Peak Retirement Planning reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
Peak Retirement Planning sold 13,540 Charter Communications shares in Q1 2026, an estimated $2.83M.
Peak Retirement Planning first reported a position in Charter Communications in Q4 2024 and held it in 5 quarters.
Peak Retirement Planning's Charter Communications position peaked at $2.83M in Q4 2025.
790 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.