SteelPeak Wealth’s Charter Communications CHTR Stock Holding History

SteelPeak Wealth’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	$3.29M	Buy	+23,149	New	+$3.86M	0.09%	178
2025 Q2	–	Sell	-583	Closed	-$215K	–	588
2025 Q1	$215K	Buy	+583	New	+$209K	0.01%	478
2024 Q1	–	Sell	-1,516	Closed	-$589K	–	489
2023 Q4	$589K	Buy	+1,516	New	+$618K	0.03%	262
2022 Q4	–	Sell	-14,662	Closed	-$4.45M	–	430
2022 Q3	$4.45M	Buy	+14,662	New	+$6.27M	0.33%	66
2021 Q4	–	Sell	-334	Closed	-$243K	–	430
2021 Q3	$243K	Buy	+334	New	+$253K	0.02%	364
2020 Q2	–	Sell	-4,742	Closed	-$2.07M	–	278
2020 Q1	$2.07M	Sell	4,742 -105	-2%	-$51.4K	0.33%	68
2019 Q4	$2.35M	Buy	+4,847	New	+$2.23M	0.32%	69

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

SteelPeak Wealth's CHTR Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Charter Communications (CHTR) in Q2 2026: 23,149 shares worth $3.29M. The stake represents 0.09% of the portfolio and ranks #178 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in CHTR as recently as Q1 2025.

SteelPeak Wealth first reported a position in CHTR in Q4 2019 and has held it in 7 quarters since. The position peaked at $4.45M in Q3 2022. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

SteelPeak Wealth held 23,149 shares of Charter Communications worth $3.29M as of Q2 2026.
Charter Communications was a new SteelPeak Wealth position in Q2 2026.
Charter Communications made up 0.09% of SteelPeak Wealth's portfolio in Q2 2026, its #178 holding.
SteelPeak Wealth first reported a position in Charter Communications in Q4 2019 and has held it in 7 quarters since.
SteelPeak Wealth's Charter Communications position peaked at $4.45M in Q3 2022.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.