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

Private 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	$5.26K	Buy	37 +9	+32%	+$1.5K	﹤0.01%	830
2026 Q1	$6.04K	Sell	28 -8	-22%	-$1.73K	﹤0.01%	699
2025 Q4	$7.51K	Buy	36 +8	+29%	+$1.8K	﹤0.01%	612
2025 Q3	$7.7K	Hold	28	–	–	﹤0.01%	617
2025 Q2	$11.4K	Hold	28	–	–	﹤0.01%	447
2025 Q1	$10.3K	Hold	28	–	–	﹤0.01%	460
2024 Q4	$9.6K	Hold	28	–	–	﹤0.01%	488
2024 Q3	$9.07K	Hold	28	–	–	﹤0.01%	485
2024 Q2	$8.37K	Hold	28	–	–	﹤0.01%	495
2024 Q1	$8.14K	Sell	28 -5	-15%	-$1.61K	﹤0.01%	469
2023 Q4	$12.8K	Buy	+33	New	+$13.5K	0.01%	357

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

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

Private Wealth Management Group increased its Charter Communications (CHTR) stake by 32% in Q2 2026, buying an estimated $1.5K and bringing the position to 37 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Private Wealth Management Group first reported a position in CHTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.8K in Q4 2023. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Private Wealth Management Group held 37 shares of Charter Communications worth $5.26K as of Q2 2026.
Private Wealth Management Group bought 9 Charter Communications shares in Q2 2026, an estimated $1.5K.
Charter Communications made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #830 holding.
Private Wealth Management Group first reported a position in Charter Communications in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Charter Communications position peaked at $12.8K in Q4 2023.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.