Advanced Portfolio Management’s Charter Communications CHTR Stock Holding History

Advanced Portfolio 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
2025 Q4	–	Sell	-18	Closed	-$4.95K	–	55
2025 Q3	$4.95K	Buy	+18	New	+$5.44K	0.01%	66
2023 Q3	–	Sell	-1,335	Closed	-$490K	–	77
2023 Q2	$490K	Buy	+1,335	New	+$456K	0.45%	53

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advanced Portfolio Management's CHTR Position: Q4 2025 in Review

Advanced Portfolio Management sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 18 shares — an estimated $4.95K sold.

Advanced Portfolio Management first reported a position in CHTR in Q2 2023 and held it in 2 quarters. The position peaked at $490K in Q2 2023. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Advanced Portfolio Management reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Advanced Portfolio Management sold 18 Charter Communications shares in Q4 2025, an estimated $4.95K.
Advanced Portfolio Management first reported a position in Charter Communications in Q2 2023 and held it in 2 quarters.
Advanced Portfolio Management's Charter Communications position peaked at $490K in Q2 2023.
796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.