Planning Strategies Inc.’s Charter Communications CHTR Stock Holding History

Planning Strategies Inc.’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	$3.41K	Buy	+24	New	+$4K	﹤0.01%	479

Other funds holding CHTR

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Planning Strategies Inc.'s CHTR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Charter Communications (CHTR) in Q2 2026: 24 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

219 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Planning Strategies Inc. held 24 shares of Charter Communications worth $3.41K as of Q2 2026.
Charter Communications was a new Planning Strategies Inc. position in Q2 2026.
Charter Communications made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #479 holding.
219 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.