Pinnacle Wealth Planning Services
CHTR icon

Pinnacle Wealth Planning Services’s Charter Communications CHTR Stock Holding History

Pinnacle Wealth Planning Services’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 		$35.2K Buy
317
+90
+40% +$12.5K ﹤0.01% 1510
2026
Q2 		$32.3K Sell
227
-31
-12% -$5.17K ﹤0.01% 1551
2026
Q1 		$55.7K Buy
258
+169
+190% +$36.6K 0.01% 1138
2025
Q4 		$18.6K Buy
+89
New +$20K ﹤0.01% 1754
2022
Q3 		– Sell
-679
Closed -$318K – 416
2022
Q2 		$318K Buy
+679
New +$331K 0.06% 231
2022
Q1 		– Sell
-565
Closed -$368K – 441
2021
Q4 		$368K Buy
565
+29
+5% +$19.7K 0.07% 220
2021
Q3 		$390K Buy
536
+1
+0.2% +$759 0.09% 190
2021
Q2 		$386K Buy
535
+152
+40% +$102K 0.09% 187
2021
Q1 		$236K Sell
383
-66
-15% -$41.2K 0.06% 263
2020
Q4 		$297K Sell
449
-28
-6% -$17.8K 0.07% 196
2020
Q3 		$297K Sell
477
-1
-0.2% -$590 0.1% 169
2020
Q2 		$244K Sell
478
-72
-13% -$36.5K 0.08% 186
2020
Q1 		$239K Buy
550
+124
+29% +$60.6K 0.11% 165
2019
Q4 		$206K Buy
+426
New +$196K 0.1% 209

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Lind Value II ApS
Lind Value II ApS Aarhus C, Denmark $655M AUM 42.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHTR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Charter Communications (CHTR) stake by 40% in Q3 2026, buying an estimated $12.5K and bringing the position to 317 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Pinnacle Wealth Planning Services first reported a position in CHTR in Q4 2019 and has held it in 14 quarters since. The position peaked at $390K in Q3 2021. 644 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 317 shares of Charter Communications worth $35.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 90 Charter Communications shares in Q3 2026, an estimated $12.5K.
  • Charter Communications made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1510 holding.
  • Pinnacle Wealth Planning Services first reported a position in Charter Communications in Q4 2019 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's Charter Communications position peaked at $390K in Q3 2021.
  • 644 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.