Aptus Capital Advisors’s Charter Communications CHTR Stock Holding History

Aptus Capital Advisors’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	-704	Closed	-$288K	–	1604
2025 Q2	$288K	Sell	704 -2,120	-75%	-$811K	﹤0.01%	835
2025 Q1	$1.04M	Buy	2,824 +1,627	+136%	+$582K	0.01%	499
2024 Q4	$410K	Buy	1,197 +66	+6%	+$23.9K	﹤0.01%	695
2024 Q3	$367K	Buy	1,131 +433	+62%	+$146K	0.01%	616
2024 Q2	$209K	Buy	+698	New	+$191K	﹤0.01%	726
2024 Q1	–	Sell	-555	Closed	-$216K	–	1171
2023 Q4	$216K	Sell	555 -156	-22%	-$63.6K	0.01%	533
2023 Q3	$313K	Buy	+711	New	+$296K	0.01%	462

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

Aptus Capital Advisors's CHTR Position: Q3 2025 in Review

Aptus Capital Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 704 shares — an estimated $288K sold.

Aptus Capital Advisors first reported a position in CHTR in Q3 2023 and held it in 7 quarters. The position peaked at $1.04M in Q1 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Aptus Capital Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Aptus Capital Advisors sold 704 Charter Communications shares in Q3 2025, an estimated $288K.
Aptus Capital Advisors first reported a position in Charter Communications in Q3 2023 and held it in 7 quarters.
Aptus Capital Advisors's Charter Communications position peaked at $1.04M in Q1 2025.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.