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Bellwether Advisors’s Charter Communications CHTR Stock Holding History

Bellwether 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
-1
Closed -$409 – 211
2025
Q2 		$409 Sell
1
-3
-75% -$1.15K ﹤0.01% 551
2025
Q1 		$1.47K Hold
4
– – ﹤0.01% 458
2024
Q4 		$1.37K Buy
+4
New +$1.45K ﹤0.01% 469
2024
Q2 		– Sell
-3,353
Closed -$974K – 122
2024
Q1 		$974K Buy
3,353
+882
+36% +$284K 0.21% 74
2023
Q4 		$960K Buy
2,471
+868
+54% +$354K 0.24% 66
2023
Q3 		$705K Buy
+1,603
New +$667K 0.19% 75

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

Bellwether Advisors's CHTR Position: Q3 2025 in Review

Bellwether Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 1 share — an estimated $409 sold.

Bellwether Advisors first reported a position in CHTR in Q3 2023 and held it in 6 quarters. The position peaked at $974K in Q1 2024. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Bellwether Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1 Charter Communications share in Q3 2025, an estimated $409.
  • Bellwether Advisors first reported a position in Charter Communications in Q3 2023 and held it in 6 quarters.
  • Bellwether Advisors's Charter Communications position peaked at $974K in Q1 2024.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

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