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Cladis Investment Advisory’s Charter Communications CHTR Stock Holding History

Cladis Investment Advisory’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
-503
Closed -$206K – 148
2025
Q2 		$206K Buy
+503
New +$193K 0.13% 133
2023
Q4 		– Sell
-489
Closed -$215K – 144
2023
Q3 		$215K Buy
+489
New +$203K 0.19% 117
2022
Q3 		– Sell
-489
Closed -$229K – 127
2022
Q2 		$229K Hold
489
– – 0.23% 113
2022
Q1 		$267K Hold
489
– – 0.22% 119
2021
Q4 		$319K Buy
+489
New +$333K 0.26% 116

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

Cladis Investment Advisory's CHTR Position: Q3 2025 in Review

Cladis Investment Advisory sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 503 shares — an estimated $206K sold.

Cladis Investment Advisory first reported a position in CHTR in Q4 2021 and held it in 5 quarters. The position peaked at $319K in Q4 2021. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Cladis Investment Advisory reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Cladis Investment Advisory sold 503 Charter Communications shares in Q3 2025, an estimated $206K.
  • Cladis Investment Advisory first reported a position in Charter Communications in Q4 2021 and held it in 5 quarters.
  • Cladis Investment Advisory's Charter Communications position peaked at $319K in Q4 2021.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Cladis Investment Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.