Ameritas Advisory Services’s Charter Communications CHTR Stock Holding History

Ameritas Advisory Services’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	-472	Closed	-$130K	–	1121
2025 Q3	$130K	Buy	472 +404	+594%	+$122K	0.01%	750
2025 Q2	$27.8K	Buy	+68	New	+$26K	﹤0.01%	1593
2024 Q2	–	Sell	-3,420	Closed	-$897K	–	901
2024 Q1	$897K	Sell	3,420 -549	-14%	-$176K	0.04%	403
2023 Q4	$1.19M	Buy	3,969 +354	+10%	+$144K	0.07%	248
2023 Q3	$1.62M	Buy	3,615 +2,949	+443%	+$1.23M	0.08%	239
2023 Q2	$248K	Buy	666 +86	+15%	+$29.3K	0.03%	462
2023 Q1	$207K	Sell	580 -386	-40%	-$144K	0.01%	761
2022 Q4	$328K	Buy	+966	New	+$339K	0.02%	688
2022 Q3	–	Sell	-566	Closed	-$265K	–	768
2022 Q2	$265K	Sell	566 -17	-3%	-$8.29K	0.02%	658
2022 Q1	$318K	Hold	583	–	–	0.01%	647
2021 Q4	$380K	Buy	+583	New	+$397K	0.01%	578

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

Ameritas Advisory Services's CHTR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 472 shares — an estimated $130K sold.

Ameritas Advisory Services first reported a position in CHTR in Q4 2021 and held it in 11 quarters. The position peaked at $1.62M in Q3 2023. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Ameritas Advisory Services reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 472 Charter Communications shares in Q4 2025, an estimated $130K.
Ameritas Advisory Services first reported a position in Charter Communications in Q4 2021 and held it in 11 quarters.
Ameritas Advisory Services's Charter Communications position peaked at $1.62M in Q3 2023.
796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.