Physician Wealth Advisors’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.69K Buy
40
+24
+150% +$4K ﹤0.01% 1037
2026
Q1
$3.46K Sell
16
-22
-58% -$4.77K ﹤0.01% 1124
2025
Q4
$7.93K Buy
38
+3
+9% +$675 ﹤0.01% 838
2025
Q3
$9.63K Buy
35
+18
+106% +$5.44K ﹤0.01% 749
2025
Q2
$6.95K Hold
17
﹤0.01% 723
2025
Q1
$6.27K Buy
17
+6
+55% +$2.15K ﹤0.01% 695
2024
Q4
$3.77K Buy
+11
New +$3.98K ﹤0.01% 774

Other funds holding CHTR

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

Physician Wealth Advisors increased its Charter Communications (CHTR) stake by 150% in Q2 2026, buying an estimated $4K and bringing the position to 40 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Physician Wealth Advisors first reported a position in CHTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.63K in Q3 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Physician Wealth Advisors held 40 shares of Charter Communications worth $5.69K as of Q2 2026.
  • Physician Wealth Advisors bought 24 Charter Communications shares in Q2 2026, an estimated $4K.
  • Charter Communications made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1037 holding.
  • Physician Wealth Advisors first reported a position in Charter Communications in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Charter Communications position peaked at $9.63K in Q3 2025.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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