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Aaron Wealth Advisors’s Charter Communications CHTR Stock Holding History

Aaron Wealth Advisors’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
2025
Q3 		– Sell
-651
Closed -$266K – 638
2025
Q2 		$266K Sell
651
-1
-0.2% -$383 0.03% 390
2025
Q1 		$240K Sell
652
-20
-3% -$7.15K 0.03% 390
2024
Q4 		$230K Buy
+672
New +$243K 0.03% 396
2022
Q4 		– Sell
-713
Closed -$216K – 246
2022
Q3 		$216K Buy
713
+41
+6% +$17.5K 0.04% 197
2022
Q2 		$314K Sell
672
-406,831
-100% -$198M 0.08% 145
2022
Q1 		$747K Buy
407,503
+406,720
+51,944% +$239M 0.01% 413
2021
Q4 		$510K Buy
783
+41
+6% +$27.9K 0.14% 96
2021
Q3 		$539K Buy
742
+13
+2% +$9.86K 0.15% 80
2021
Q2 		$525K Sell
729
-2
-0.3% -$1.35K 0.17% 87
2021
Q1 		$451K Buy
+731
New +$457K 0.17% 92

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aaron Wealth Advisors's CHTR Position: Q3 2025 in Review

Aaron Wealth Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 651 shares — an estimated $266K sold.

Aaron Wealth Advisors first reported a position in CHTR in Q1 2021 and held it in 10 quarters. The position peaked at $747K in Q1 2022. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Aaron Wealth Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 651 Charter Communications shares in Q3 2025, an estimated $266K.
  • Aaron Wealth Advisors first reported a position in Charter Communications in Q1 2021 and held it in 10 quarters.
  • Aaron Wealth Advisors's Charter Communications position peaked at $747K in Q1 2022.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Aaron Wealth Advisors's 13F filing for Q3 2025, filed 3 Oct 2025.