Western Pacific Wealth Management’s Charter Communications CHTR Stock Holding History

Western Pacific Wealth Management’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	-1,412	Closed	-$305K	–	188
2026 Q1	$305K	Hold	1,412	–	–	0.31%	44
2025 Q4	$295K	Buy	1,412 +947	+204%	+$213K	0.29%	43
2025 Q3	$128K	Hold	465	–	–	0.12%	83
2025 Q2	$190K	Hold	465	–	–	0.18%	66
2025 Q1	$171K	Hold	465	–	–	0.15%	70
2024 Q4	$159K	Buy	465 +175	+60%	+$63.3K	0.13%	77
2024 Q3	$94K	Hold	290	–	–	0.06%	131
2024 Q2	$86.7K	Sell	290 -630	-68%	-$172K	0.07%	111
2024 Q1	$267K	Buy	920 +549	+148%	+$176K	0.19%	37
2023 Q4	$144K	Buy	371 +13	+4%	+$5.3K	0.11%	65
2023 Q3	$157K	Buy	358 +173	+94%	+$71.9K	0.13%	52
2023 Q2	$68K	Buy	+185	New	+$63.1K	0.05%	114
2023 Q1	–	Sell	-71	Closed	-$24.1K	–	303
2022 Q4	$24.1K	Buy	+71	New	+$24.9K	0.02%	169

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

Western Pacific Wealth Management's CHTR Position: Q2 2026 in Review

Western Pacific Wealth Management sold out of Charter Communications (CHTR) in Q2 2026, closing a stake of 1,412 shares — an estimated $305K sold.

Western Pacific Wealth Management first reported a position in CHTR in Q4 2022 and held it in 13 quarters. The position peaked at $305K in Q1 2026. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Western Pacific Wealth Management reported no remaining Charter Communications position as of Q2 2026 after selling out during the quarter.
Western Pacific Wealth Management sold 1,412 Charter Communications shares in Q2 2026, an estimated $305K.
Western Pacific Wealth Management first reported a position in Charter Communications in Q4 2022 and held it in 13 quarters.
Western Pacific Wealth Management's Charter Communications position peaked at $305K in Q1 2026.
787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.