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Wilkerson Advisory Group’s Charter Communications CHTR Stock Holding History

Wilkerson 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
Q2 		$8.82K Sell
62
-30
-33% -$5.01K ﹤0.01% 440
2026
Q1 		$19.9K Buy
92
+49
+114% +$10.6K 0.01% 305
2025
Q4 		$8.98K Buy
+43
New +$9.67K ﹤0.01% 352

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wilkerson Advisory Group's CHTR Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Charter Communications (CHTR) stake by 33% in Q2 2026, selling an estimated $5.01K and leaving 62 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Wilkerson Advisory Group first reported a position in CHTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Wilkerson Advisory Group held 62 shares of Charter Communications worth $8.82K as of Q2 2026.
  • Wilkerson Advisory Group sold 30 Charter Communications shares in Q2 2026, an estimated $5.01K.
  • Charter Communications made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #440 holding.
  • Wilkerson Advisory Group first reported a position in Charter Communications in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Charter Communications position peaked at $19.9K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.