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Prestige Wealth Management Group’s Charter Communications CHTR Stock Holding History

Prestige Wealth Management 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 		$2.85K Sell
20
-9
-31% -$1.5K ﹤0.01% 710
2026
Q1 		$6.26K Buy
29
+6
+26% +$1.3K ﹤0.01% 511
2025
Q4 		$4.8K Sell
23
-1,505
-98% -$339K ﹤0.01% 587
2025
Q3 		$420K Sell
1,528
-44
-3% -$13.3K 0.08% 119
2025
Q2 		$643K Sell
1,572
-123
-7% -$47.1K 0.13% 85
2025
Q1 		$625K Buy
1,695
+13
+0.8% +$4.65K 0.13% 82
2024
Q4 		$577K Sell
1,682
-168
-9% -$60.7K 0.12% 87
2024
Q3 		$600K Buy
1,850
+318
+21% +$107K 0.12% 88
2024
Q2 		$458K Buy
1,532
+201
+15% +$54.9K 0.1% 94
2024
Q1 		$387K Buy
1,331
+13
+1% +$4.18K 0.08% 106
2023
Q4 		$512K Buy
1,318
+93
+8% +$37.9K 0.12% 80
2023
Q3 		$539K Buy
1,225
+4
+0.3% +$1.66K 0.13% 74
2023
Q2 		$449K Buy
1,221
+1,174
+2,498% +$401K 0.11% 93
2023
Q1 		$16.8K Sell
47
-5
-10% -$1.87K ﹤0.01% 359
2022
Q4 		$17.6K Sell
52
-7
-12% -$2.46K ﹤0.01% 370
2022
Q3 		$17K Sell
59
-6
-9% -$2.57K ﹤0.01% 337
2022
Q2 		$30K Sell
65
-9
-12% -$4.39K 0.01% 277
2022
Q1 		$41K Sell
74
-487
-87% -$286K 0.01% 261
2021
Q4 		$365K Buy
561
+42
+8% +$28.6K 0.09% 95
2021
Q3 		$378K Buy
519
+21
+4% +$15.9K 0.1% 84
2021
Q2 		$359K Buy
498
+25
+5% +$16.8K 0.1% 78
2021
Q1 		$292K Sell
473
-11
-2% -$6.87K 0.08% 93
2020
Q4 		$320K Buy
484
+69
+17% +$43.9K 0.09% 94
2020
Q3 		$259K Buy
415
+7
+2% +$4.13K 0.08% 95
2020
Q2 		$208K Sell
408
-40
-9% -$20.3K 0.07% 96
2020
Q1 		$195K Buy
448
+435
+3,346% +$213K 0.08% 80
2019
Q4 		$6K Buy
13
+1
+8% +$460 ﹤0.01% 400
2019
Q3 		$5K Buy
12
+6
+100% +$2.42K ﹤0.01% 409
2019
Q2 		$2K Hold
6
– – ﹤0.01% 448
2019
Q1 		$2K Sell
6
-66
-92% -$21.7K ﹤0.01% 449
2018
Q4 		$21K Buy
+72
New +$22.6K 0.02% 295

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prestige Wealth Management Group's CHTR Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Charter Communications (CHTR) stake by 31% in Q2 2026, selling an estimated $1.5K and leaving 20 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Prestige Wealth Management Group first reported a position in CHTR in Q4 2018 and has held it in 31 quarters since. The position peaked at $643K in Q2 2025. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Prestige Wealth Management Group held 20 shares of Charter Communications worth $2.85K as of Q2 2026.
  • Prestige Wealth Management Group sold 9 Charter Communications shares in Q2 2026, an estimated $1.5K.
  • Charter Communications made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #710 holding.
  • Prestige Wealth Management Group first reported a position in Charter Communications in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Charter Communications position peaked at $643K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.