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 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%	-$2.83K	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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Associates's CHTR Position: Q2 2026 in Review

Pinnacle Associates opened a new position in Charter Communications (CHTR) in Q2 2026: 1,726 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in CHTR as recently as Q3 2023.

Pinnacle Associates first reported a position in CHTR in Q2 2016 and has held it in 18 quarters since. The position peaked at $2.03M in Q3 2018. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Pinnacle Associates held 1,726 shares of Charter Communications worth $245K as of Q2 2026.
Charter Communications was a new Pinnacle Associates position in Q2 2026.
Charter Communications made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #872 holding.
Pinnacle Associates first reported a position in Charter Communications in Q2 2016 and has held it in 18 quarters since.
Pinnacle Associates's Charter Communications position peaked at $2.03M in Q3 2018.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.