VisionPoint Advisory Group’s Charter Communications CHTR Stock Holding History

VisionPoint Advisory 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 Q3	$598K	Buy	+5,395	New	+$751K	0.09%	215
2024 Q3	–	Sell	-1,657	Closed	-$495K	–	330
2024 Q2	$495K	Sell	1,657 -57	-3%	-$15.6K	0.18%	108
2024 Q1	$498K	Buy	+1,714	New	+$551K	0.18%	117
2023 Q4	–	Sell	-10	Closed	-$4.4K	–	769
2023 Q3	$4.4K	Buy	+10	New	+$4.16K	﹤0.01%	512

Other funds holding CHTR

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

VisionPoint Advisory Group's CHTR Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in Charter Communications (CHTR) in Q3 2026: 5,395 shares worth $598K. The stake represents 0.09% of the portfolio and ranks #215 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in CHTR as recently as Q2 2024.

VisionPoint Advisory Group first reported a position in CHTR in Q3 2023 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

VisionPoint Advisory Group held 5,395 shares of Charter Communications worth $598K as of Q3 2026.
Charter Communications was a new VisionPoint Advisory Group position in Q3 2026.
Charter Communications made up 0.09% of VisionPoint Advisory Group's portfolio in Q3 2026, its #215 holding.
VisionPoint Advisory Group first reported a position in Charter Communications in Q3 2023 and has held it in 4 quarters since.
138 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.