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 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 $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Western Pacific Wealth Management's CHTR Position: Q1 2026 in Review

Western Pacific Wealth Management held its Charter Communications (CHTR) position steady in Q1 2026 at 1,412 shares worth $305K. The position accounts for 0.31% of the portfolio, ranked #44.

Western Pacific Wealth Management first reported a position in CHTR in Q4 2022 and has held it in 13 quarters since. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.

Western Pacific Wealth Management held 1,412 shares of Charter Communications worth $305K as of Q1 2026.
Western Pacific Wealth Management left its Charter Communications share count unchanged in Q1 2026.
Charter Communications made up 0.31% of Western Pacific Wealth Management's portfolio in Q1 2026, its #44 holding.
Western Pacific Wealth Management first reported a position in Charter Communications in Q4 2022 and has held it in 13 quarters since.
788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.