AAG
CHTR icon

Accordant Advisory Group’s Charter Communications CHTR Stock Holding History

Accordant 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
2025
Q3 		– Sell
-20
Closed -$8.18K – 167
2025
Q2 		$8.18K Hold
20
– – 0.01% 134
2025
Q1 		$7.37K Hold
20
– – 0.01% 121
2024
Q4 		$6.86K Hold
20
– – 0.01% 122
2024
Q3 		$6.48K Hold
20
– – 0.01% 126
2024
Q2 		$5.98K Buy
+20
New +$5.46K 0.01% 133

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

Accordant Advisory Group's CHTR Position: Q3 2025 in Review

Accordant Advisory Group sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 20 shares — an estimated $8.18K sold.

Accordant Advisory Group first reported a position in CHTR in Q2 2024 and held it in 5 quarters. The position peaked at $8.18K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Accordant Advisory Group reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Accordant Advisory Group sold 20 Charter Communications shares in Q3 2025, an estimated $8.18K.
  • Accordant Advisory Group first reported a position in Charter Communications in Q2 2024 and held it in 5 quarters.
  • Accordant Advisory Group's Charter Communications position peaked at $8.18K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Accordant Advisory Group's 13F filing for Q3 2025, filed 22 Oct 2025.