Twin Peaks Wealth Advisors’s Charter Communications CHTR Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-24	Closed	-$5.18K	–	590
2026 Q1	$5.18K	Buy	+24	New	+$5.2K	﹤0.01%	1375
2025 Q3	–	Sell	-42	Closed	-$10.9K	–	520
2025 Q2	$10.9K	Buy	+42	New	+$16.1K	﹤0.01%	893

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

Twin Peaks Wealth Advisors's CHTR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 24 shares — an estimated $5.18K sold.

Twin Peaks Wealth Advisors first reported a position in CHTR in Q2 2025 and held it in 2 quarters. The position peaked at $10.9K in Q2 2025. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 24 Charter Communications shares in Q2 2026, an estimated $5.18K.
Twin Peaks Wealth Advisors first reported a position in Charter Communications in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Charter Communications position peaked at $10.9K in Q2 2025.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.