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 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 $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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors

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

Harris Associates

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management

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

Franklin Resources

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