AFT
CHTR icon

Alpha Family Trust’s Charter Communications CHTR Stock Holding History

Alpha Family Trust’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
-570
Closed -$233K – 197
2025
Q2 		$233K Hold
570
– – 0.12% 168
2025
Q1 		$210K Sell
570
-75
-12% -$26.8K 0.12% 159
2024
Q4 		$221K Sell
645
-150
-19% -$54.2K 0.12% 140
2024
Q3 		$258K Buy
+795
New +$267K 0.14% 125
2024
Q1 		– Sell
-830
Closed -$323K – 158
2023
Q4 		$323K Hold
830
– – 0.22% 89
2023
Q3 		$365K Hold
830
– – 0.28% 68
2023
Q2 		$305K Hold
830
– – 0.21% 78
2023
Q1 		$297K Hold
830
– – 0.24% 80
2022
Q4 		$281K Buy
+830
New +$292K 0.25% 83

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

Alpha Family Trust's CHTR Position: Q3 2025 in Review

Alpha Family Trust sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 570 shares — an estimated $233K sold.

Alpha Family Trust first reported a position in CHTR in Q4 2022 and held it in 9 quarters. The position peaked at $365K in Q3 2023. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Alpha Family Trust reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Alpha Family Trust sold 570 Charter Communications shares in Q3 2025, an estimated $233K.
  • Alpha Family Trust first reported a position in Charter Communications in Q4 2022 and held it in 9 quarters.
  • Alpha Family Trust's Charter Communications position peaked at $365K in Q3 2023.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Alpha Family Trust's 13F filing for Q3 2025, filed 12 Nov 2025.