Pinnacle Wealth Management Advisory Group’s Charter Communications CHTR Stock Holding History

Pinnacle Wealth Management 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	$239K	Buy	+1,684	New	+$281K	0.01%	478
2023 Q4	–	Sell	-457	Closed	-$201K	–	342
2023 Q3	$201K	Buy	+457	New	+$190K	0.03%	300

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 $3.38T AUM 44.17% 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 Wealth Management Advisory Group's CHTR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Charter Communications (CHTR) in Q2 2026: 1,684 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in CHTR as recently as Q3 2023.

Pinnacle Wealth Management Advisory Group first reported a position in CHTR in Q3 2023 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,684 shares of Charter Communications worth $239K as of Q2 2026.
Charter Communications was a new Pinnacle Wealth Management Advisory Group position in Q2 2026.
Charter Communications made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #478 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Charter Communications in Q3 2023 and has held it in 2 quarters since.
788 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.