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Belpointe Asset Management’s Charter Communications CHTR Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-923
Closed -$340K – 951
2025
Q1 		$340K Buy
923
+275
+42% +$98.4K 0.02% 683
2024
Q4 		$225K Buy
648
+3
+0.5% +$1.08K 0.01% 771
2024
Q3 		$209K Buy
+645
New +$217K 0.01% 792
2024
Q1 		– Sell
-586
Closed -$228K – 792
2023
Q4 		$228K Sell
586
-13
-2% -$5.3K 0.02% 623
2023
Q3 		$263K Sell
599
-45
-7% -$18.7K 0.03% 520
2023
Q2 		$237K Sell
644
-242
-27% -$82.6K 0.03% 525
2023
Q1 		$317K Buy
886
+153
+21% +$57.1K 0.02% 724
2022
Q4 		$249K Sell
733
-95
-11% -$33.4K 0.02% 794
2022
Q3 		$251K Buy
828
+142
+21% +$60.7K 0.02% 749
2022
Q2 		$321K Sell
686
-2
-0.3% -$975 0.02% 651
2022
Q1 		$376K Sell
688
-14
-2% -$8.22K 0.02% 634
2021
Q4 		$457K Buy
702
+5
+0.7% +$3.4K 0.03% 546
2021
Q3 		$508K Sell
697
-254
-27% -$193K 0.03% 502
2021
Q2 		$686K Sell
951
-1
-0.1% -$673 0.05% 401
2021
Q1 		$587K Sell
952
-843
-47% -$527K 0.05% 381
2020
Q4 		$1.19M Sell
1,795
-28
-2% -$17.8K 0.11% 220
2020
Q3 		$1.14M Buy
1,823
+818
+81% +$483K 0.13% 178
2020
Q2 		$513K Sell
1,005
-489
-33% -$248K 0.07% 299
2020
Q1 		$652K Buy
1,494
+1,149
+333% +$562K 0.11% 208
2019
Q4 		$167K Buy
345
+38
+12% +$17.5K 0.02% 596
2019
Q3 		$127K Sell
307
-198
-39% -$79.9K 0.02% 604
2019
Q2 		$200K Sell
505
-497
-50% -$186K 0.04% 411
2019
Q1 		$348K Sell
1,002
-909
-48% -$299K 0.07% 215
2018
Q4 		$545K Sell
1,911
-1,588
-45% -$498K 0.14% 163
2018
Q3 		$1.14M Buy
+3,499
New +$1.07M 0.18% 110

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's CHTR Position: Q2 2025 in Review

Belpointe Asset Management sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 923 shares — an estimated $340K sold.

Belpointe Asset Management first reported a position in CHTR in Q3 2018 and held it in 25 quarters. The position peaked at $1.19M in Q4 2020. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

  • Belpointe Asset Management reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 923 Charter Communications shares in Q2 2025, an estimated $340K.
  • Belpointe Asset Management first reported a position in Charter Communications in Q3 2018 and held it in 25 quarters.
  • Belpointe Asset Management's Charter Communications position peaked at $1.19M in Q4 2020.
  • 887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.