Pinnacle Associates
CHTR icon

Pinnacle Associates’s Charter Communications CHTR Stock Holding History

Pinnacle Associates’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
Q3 		$258K Buy
2,326
+600
+35% +$83.5K ﹤0.01% 841
2026
Q2 		$245K Buy
+1,726
New +$288K ﹤0.01% 872
2023
Q4 		– Sell
-544
Closed -$239K – 823
2023
Q3 		$239K Buy
+544
New +$226K ﹤0.01% 722
2022
Q3 		– Sell
-525
Closed -$246K – 742
2022
Q2 		$246K Buy
+525
New +$256K 0.01% 655
2022
Q1 		– Sell
-547
Closed -$357K – 792
2021
Q4 		$357K Buy
+547
New +$372K 0.01% 627
2019
Q4 		– Sell
-969
Closed -$399K – 717
2019
Q3 		$399K Sell
969
-7
-0.7% -$2.82K 0.01% 564
2019
Q2 		$386K Sell
976
-3,550
-78% -$1.33M 0.01% 564
2019
Q1 		$1.57M Sell
4,526
-1,695
-27% -$558K 0.04% 340
2018
Q4 		$1.77M Hold
6,221
– – 0.05% 303
2018
Q3 		$2.03M Sell
6,221
-18
-0.3% -$5.49K 0.04% 311
2018
Q2 		$1.83M Buy
6,239
+4,353
+231% +$1.25M 0.04% 315
2018
Q1 		$587K Sell
1,886
-66
-3% -$23.2K 0.01% 490
2017
Q4 		$656K Sell
1,952
-24
-1% -$8.15K 0.01% 465
2017
Q3 		$718K Buy
1,976
+6
+0.3% +$2.23K 0.01% 441
2017
Q2 		$664K Buy
1,970
+1
+0.1% +$334 0.01% 458
2017
Q1 		$644K Sell
1,969
-57
-3% -$18.2K 0.01% 463
2016
Q4 		$583K Buy
2,026
+64
+3% +$17.2K 0.01% 465
2016
Q3 		$530K Sell
1,962
-11
-0.6% -$2.78K 0.01% 472
2016
Q2 		$451K Buy
+1,973
New +$424K 0.01% 479

Other funds holding CHTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pinnacle Associates's CHTR Position: Q3 2026 in Review

Pinnacle Associates increased its Charter Communications (CHTR) stake by 35% in Q3 2026, buying an estimated $83.5K and bringing the position to 2,326 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Pinnacle Associates first reported a position in CHTR in Q2 2016 and has held it in 19 quarters since. The position peaked at $2.03M in Q3 2018. 367 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Pinnacle Associates held 2,326 shares of Charter Communications worth $258K as of Q3 2026.
  • Pinnacle Associates bought 600 Charter Communications shares in Q3 2026, an estimated $83.5K.
  • Charter Communications made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #841 holding.
  • Pinnacle Associates first reported a position in Charter Communications in Q2 2016 and has held it in 19 quarters since.
  • Pinnacle Associates's Charter Communications position peaked at $2.03M in Q3 2018.
  • 367 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.