Cedar Mountain Advisors’s Charter Communications CHTR Stock Holding History

Cedar Mountain 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 Q4	–	Sell	-3	Closed	-$825	–	764
2025 Q3	$825	Buy	+3	New	+$907	﹤0.01%	557
2022 Q3	–	Sell	-3	Closed	-$1K	–	303
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	276
2022 Q1	$2K	Sell	3 -3	-50%	-$1.76K	﹤0.01%	269
2021 Q4	$4K	Hold	6	–	–	﹤0.01%	243
2021 Q3	$4K	Hold	6	–	–	﹤0.01%	239
2021 Q2	$4K	Hold	6	–	–	﹤0.01%	223
2021 Q1	$4K	Hold	6	–	–	﹤0.01%	229
2020 Q4	$4K	Hold	6	–	–	﹤0.01%	219
2020 Q3	$4K	Hold	6	–	–	﹤0.01%	198
2020 Q2	$3K	Sell	6 -3	-33%	-$1.52K	﹤0.01%	200
2020 Q1	$4K	Hold	9	–	–	﹤0.01%	167
2019 Q4	$4K	Buy	+9	New	+$4.14K	﹤0.01%	182

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

Cedar Mountain Advisors's CHTR Position: Q4 2025 in Review

Cedar Mountain Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 3 shares — an estimated $825 sold.

Cedar Mountain Advisors first reported a position in CHTR in Q4 2019 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Cedar Mountain Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Cedar Mountain Advisors sold 3 Charter Communications shares in Q4 2025, an estimated $825.
Cedar Mountain Advisors first reported a position in Charter Communications in Q4 2019 and held it in 12 quarters.
Cedar Mountain Advisors's Charter Communications position peaked at $4K in Q4 2021.
796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.