Principia Wealth Advisory’s Charter Communications CHTR Stock Holding History

Principia Wealth Advisory’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	$2.27K	Buy	16 +7	+78%	+$1.17K	﹤0.01%	554
2026 Q1	$1.94K	Buy	9 +7	+350%	+$1.52K	﹤0.01%	531
2025 Q4	$418	Hold	2	–	–	﹤0.01%	842
2025 Q3	$550	Sell	2 -2	-50%	-$604	﹤0.01%	781
2025 Q2	$1.64K	Buy	4 +1	+33%	+$383	﹤0.01%	430
2025 Q1	$1.04K	Buy	3 +1	+50%	+$358	﹤0.01%	389
2024 Q4	$686	Buy	+2	New	+$723	﹤0.01%	448

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

Principia Wealth Advisory's CHTR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Charter Communications (CHTR) stake by 78% in Q2 2026, buying an estimated $1.17K and bringing the position to 16 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Principia Wealth Advisory first reported a position in CHTR in Q4 2024 and has held it in 7 quarters since. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Principia Wealth Advisory held 16 shares of Charter Communications worth $2.27K as of Q2 2026.
Principia Wealth Advisory bought 7 Charter Communications shares in Q2 2026, an estimated $1.17K.
Charter Communications made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #554 holding.
Principia Wealth Advisory first reported a position in Charter Communications in Q4 2024 and has held it in 7 quarters since.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.