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 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 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 Wealth Planning Services's CHTR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Charter Communications (CHTR) stake by 12% in Q2 2026, selling an estimated $5.17K and leaving 227 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Pinnacle Wealth Planning Services first reported a position in CHTR in Q4 2019 and has held it in 13 quarters since. The position peaked at $390K in Q3 2021. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Pinnacle Wealth Planning Services held 227 shares of Charter Communications worth $32.3K as of Q2 2026.
Pinnacle Wealth Planning Services sold 31 Charter Communications shares in Q2 2026, an estimated $5.17K.
Charter Communications made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1551 holding.
Pinnacle Wealth Planning Services first reported a position in Charter Communications in Q4 2019 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Charter Communications position peaked at $390K in Q3 2021.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.