AllSquare Wealth Management’s Charter Communications CHTR Stock Holding History

AllSquare Wealth 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 Q3	$22.6K	Hold	82	–	–	0.01%	307
2025 Q2	$33.5K	Hold	82	–	–	0.02%	264
2025 Q1	$30.2K	Hold	82	–	–	0.02%	264
2024 Q4	$28.1K	Hold	82	–	–	0.02%	271
2024 Q3	$26.6K	Hold	82	–	–	0.02%	276
2024 Q2	$24.5K	Hold	82	–	–	0.01%	276
2024 Q1	$23.8K	Hold	82	–	–	0.01%	278
2023 Q4	$31.9K	Hold	82	–	–	0.02%	257
2023 Q3	$36.1K	Hold	82	–	–	0.02%	239
2023 Q2	$27.3K	Hold	82	–	–	0.02%	272
2023 Q1	$29.3K	Hold	82	–	–	0.02%	271
2022 Q4	$27.8K	Hold	82	–	–	0.02%	261
2022 Q3	$25K	Hold	82	–	–	0.02%	257
2022 Q2	$38K	Hold	82	–	–	0.03%	231
2022 Q1	$45K	Hold	82	–	–	0.03%	236
2021 Q4	$53K	Hold	82	–	–	0.03%	216
2021 Q3	$60K	Hold	82	–	–	0.04%	199
2021 Q2	$59K	Hold	82	–	–	0.03%	209
2021 Q1	$51K	Hold	82	–	–	0.03%	226
2020 Q4	$54K	Hold	82	–	–	0.04%	191
2020 Q3	$51K	Hold	82	–	–	0.04%	186
2020 Q2	$42K	Hold	82	–	–	0.03%	200
2020 Q1	$36K	Hold	82	–	–	0.03%	190
2019 Q4	$40K	Hold	82	–	–	0.03%	204
2019 Q3	$34K	Hold	82	–	–	0.03%	220
2019 Q2	$32K	Hold	82	–	–	0.02%	229
2019 Q1	$28K	Hold	82	–	–	0.02%	242
2018 Q4	$23K	Hold	82	–	–	0.02%	240
2018 Q3	$27K	Hold	82	–	–	0.02%	241
2018 Q2	$24K	Buy	+82	New	+$23.6K	0.02%	256

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllSquare Wealth Management's CHTR Position: Q3 2025 in Review

AllSquare Wealth Management held its Charter Communications (CHTR) position steady in Q3 2025 at 82 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #307.

AllSquare Wealth Management first reported a position in CHTR in Q2 2018 and has held it in 30 quarters since. The position peaked at $60K in Q3 2021. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

AllSquare Wealth Management held 82 shares of Charter Communications worth $22.6K as of Q3 2025.
AllSquare Wealth Management left its Charter Communications share count unchanged in Q3 2025.
Charter Communications made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #307 holding.
AllSquare Wealth Management first reported a position in Charter Communications in Q2 2018 and has held it in 30 quarters since.
AllSquare Wealth Management's Charter Communications position peaked at $60K in Q3 2021.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.