Power Wealth Management’s Charter Communications CHTR Stock Holding History

Power Wealth Management’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 Q1	–	Sell	-6,375	Closed	-$1.33M	–	97
2025 Q4	$1.33M	Buy	6,375 +1,155	+22%	+$260K	0.47%	39
2025 Q3	$1.44M	Buy	5,220 +371	+8%	+$112K	0.52%	36
2025 Q2	$1.98M	Sell	4,849 -171	-3%	-$65.5K	0.76%	30
2025 Q1	$1.85M	Sell	5,020 -8	-0.2%	-$2.86K	0.75%	31
2024 Q4	$1.72M	Sell	5,028 -56	-1%	-$20.2K	0.72%	31
2024 Q3	$1.65M	Buy	5,084 +438	+9%	+$147K	0.7%	30
2024 Q2	$1.39M	Buy	4,646 +2,986	+180%	+$815K	0.66%	30
2024 Q1	$482K	Buy	1,660 +696	+72%	+$224K	0.3%	67
2023 Q4	$375K	Buy	+964	New	+$393K	0.26%	67

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Power Wealth Management's CHTR Position: Q1 2026 in Review

Power Wealth Management sold out of Charter Communications (CHTR) in Q1 2026, closing a stake of 6,375 shares — an estimated $1.33M sold.

Power Wealth Management first reported a position in CHTR in Q4 2023 and held it in 9 quarters. The position peaked at $1.98M in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Power Wealth Management reported no remaining Charter Communications position as of Q1 2026 after selling out during the quarter.
Power Wealth Management sold 6,375 Charter Communications shares in Q1 2026, an estimated $1.33M.
Power Wealth Management first reported a position in Charter Communications in Q4 2023 and held it in 9 quarters.
Power Wealth Management's Charter Communications position peaked at $1.98M in Q2 2025.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.