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Challenger Wealth Management’s Charter Communications CHTR Stock Holding History

Challenger Wealth 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
Q3 		– Sell
-604
Closed -$247K – 79
2025
Q2 		$247K Buy
604
+4
+0.7% +$1.53K 0.17% 89
2025
Q1 		$221K Hold
600
– – 0.18% 98
2024
Q4 		$206K Buy
+600
New +$217K 0.18% 106

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

Challenger Wealth Management's CHTR Position: Q3 2025 in Review

Challenger Wealth Management sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 604 shares — an estimated $247K sold.

Challenger Wealth Management first reported a position in CHTR in Q4 2024 and held it in 3 quarters. The position peaked at $247K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Challenger Wealth Management reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Challenger Wealth Management sold 604 Charter Communications shares in Q3 2025, an estimated $247K.
  • Challenger Wealth Management first reported a position in Charter Communications in Q4 2024 and held it in 3 quarters.
  • Challenger Wealth Management's Charter Communications position peaked at $247K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Challenger Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.