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Continuum Advisory’s Charter Communications CHTR Stock Holding History

Continuum 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
Q2 		– Sell
-2
Closed -$737 – 604
2025
Q1 		$737 Hold
2
– – ﹤0.01% 1547
2024
Q4 		$686 Hold
2
– – ﹤0.01% 1683
2024
Q3 		$789 Buy
2
+1
+100% +$336 ﹤0.01% 1683
2024
Q2 		$299 Hold
1
– – ﹤0.01% 1665
2024
Q1 		$264 Buy
+1
New +$321 ﹤0.01% 1661

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Continuum Advisory's CHTR Position: Q2 2025 in Review

Continuum Advisory sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 2 shares — an estimated $737 sold.

Continuum Advisory first reported a position in CHTR in Q1 2024 and held it in 5 quarters. The position peaked at $789 in Q3 2024. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

  • Continuum Advisory reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 2 Charter Communications shares in Q2 2025, an estimated $737.
  • Continuum Advisory first reported a position in Charter Communications in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Charter Communications position peaked at $789 in Q3 2024.
  • 887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.