Congress Wealth Management’s Charter Communications CHTR Stock Holding History

Congress 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 Q2	$386K	Buy	944 +209	+28%	+$80K	﹤0.01%	1004
2025 Q1	$271K	Buy	735 +119	+19%	+$42.6K	﹤0.01%	961
2024 Q4	$211K	Sell	616 -2	-0.3%	-$723	﹤0.01%	850
2024 Q3	$200K	Buy	+618	New	+$208K	﹤0.01%	825
2024 Q1	–	Sell	-622	Closed	-$242K	–	587
2023 Q4	$242K	Buy	622 +9	+1%	+$3.67K	﹤0.01%	565
2023 Q3	$270K	Sell	613 -3	-0.5%	-$1.25K	0.01%	539
2023 Q2	$226K	Buy	616 +3	+0.5%	+$1.02K	0.01%	520
2023 Q1	$219K	Buy	613 +1	+0.2%	+$374	0.01%	525
2022 Q4	$208K	Buy	+612	New	+$215K	0.01%	533
2022 Q3	–	Sell	-669	Closed	-$314K	–	550
2022 Q2	$314K	Buy	669 +45	+7%	+$21.9K	0.01%	466
2022 Q1	$340K	Sell	624 -16	-3%	-$9.39K	0.01%	491
2021 Q4	$418K	Buy	+640	New	+$436K	0.01%	489

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's CHTR Position: Q2 2025 in Review

Congress Wealth Management increased its Charter Communications (CHTR) stake by 28% in Q2 2025, buying an estimated $80K and bringing the position to 944 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Congress Wealth Management first reported a position in CHTR in Q4 2021 and has held it in 12 quarters since. The position peaked at $418K in Q4 2021. 889 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

Congress Wealth Management held 944 shares of Charter Communications worth $386K as of Q2 2025.
Congress Wealth Management bought 209 Charter Communications shares in Q2 2025, an estimated $80K.
Charter Communications made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1004 holding.
Congress Wealth Management first reported a position in Charter Communications in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's Charter Communications position peaked at $418K in Q4 2021.
889 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.