Charter Oak Advisors’s GoDaddy GDDY Stock Holding History

Charter Oak Advisors’s Portfolio GDDY Stock Details GDDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-76,151	Closed	-$13.7M	–	15
2025 Q2	$13.7M	Hold	76,151	–	–	6.11%	6
2025 Q1	$13.7M	Buy	+76,151	New	+$14.6M	9.78%	4

Other funds holding GDDY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charter Oak Advisors's GDDY Position: Q3 2025 in Review

Charter Oak Advisors sold out of GoDaddy (GDDY) in Q3 2025, closing a stake of 76,151 shares — an estimated $13.7M sold.

Charter Oak Advisors first reported a position in GDDY in Q1 2025 and held it in 2 quarters. The position peaked at $13.7M in Q1 2025. 702 funds tracked by Wall St. Rank hold GDDY as of Q3 2025.

Charter Oak Advisors reported no remaining GoDaddy position as of Q3 2025 after selling out during the quarter.
Charter Oak Advisors sold 76,151 GoDaddy shares in Q3 2025, an estimated $13.7M.
Charter Oak Advisors first reported a position in GoDaddy in Q1 2025 and held it in 2 quarters.
Charter Oak Advisors's GoDaddy position peaked at $13.7M in Q1 2025.
702 funds tracked by Wall St. Rank held GoDaddy as of Q3 2025.

Based on Charter Oak Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.