Wedmont Private Capital’s Charter Communications CHTR Stock Holding History

Wedmont Private Capital’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	$1M	Sell	9,149 -7,370	-45%	-$1.03M	0.02%	394
2026 Q2	$2.16M	Buy	+16,519	New	+$2.76M	0.06%	178
2025 Q3	–	Sell	-582	Closed	-$235K	–	795
2025 Q2	$235K	Buy	+582	New	+$223K	0.01%	667
2024 Q1	–	Sell	-541	Closed	-$205K	–	608
2023 Q4	$205K	Sell	541 -34	-6%	-$13.9K	0.02%	531
2023 Q3	$254K	Buy	+575	New	+$239K	0.03%	419
2022 Q3	–	Sell	-815	Closed	-$382K	–	375
2022 Q2	$382K	Buy	+815	New	+$397K	0.08%	177

Other funds holding CHTR

DLA

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

CIPU

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

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

CNB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Wedmont Private Capital's CHTR Position: Q3 2026 in Review

Wedmont Private Capital reduced its Charter Communications (CHTR) stake by 45% in Q3 2026, selling an estimated $1.03M and leaving 9,149 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #394.

Wedmont Private Capital first reported a position in CHTR in Q2 2022 and has held it in 6 quarters since. The position peaked at $2.16M in Q2 2026. 42 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

Wedmont Private Capital held 9,149 shares of Charter Communications worth $1M as of Q3 2026.
Wedmont Private Capital sold 7,370 Charter Communications shares in Q3 2026, an estimated $1.03M.
Charter Communications made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #394 holding.
Wedmont Private Capital first reported a position in Charter Communications in Q2 2022 and has held it in 6 quarters since.
Wedmont Private Capital's Charter Communications position peaked at $2.16M in Q2 2026.
42 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.