Delos Wealth Advisors’s Charter Communications CHTR Stock Holding History

Delos Wealth Advisors’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 Q4	–	Sell	-9	Closed	-$2.48K	–	266
2025 Q3	$2.48K	Buy	+9	New	+$2.72K	﹤0.01%	238
2024 Q1	–	Sell	-1	Closed	-$389	–	367
2023 Q4	$389	Hold	1	–	–	﹤0.01%	279
2023 Q3	$439	Hold	1	–	–	﹤0.01%	301
2023 Q2	$368	Hold	1	–	–	﹤0.01%	317
2023 Q1	$358	Hold	1	–	–	﹤0.01%	329
2022 Q4	$339	Hold	1	–	–	﹤0.01%	338
2022 Q3	$0	Buy	+1	New	+$428	﹤0.01%	301

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Delos Wealth Advisors's CHTR Position: Q4 2025 in Review

Delos Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 9 shares — an estimated $2.48K sold.

Delos Wealth Advisors first reported a position in CHTR in Q3 2022 and held it in 7 quarters. The position peaked at $2.48K in Q3 2025. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Delos Wealth Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Delos Wealth Advisors sold 9 Charter Communications shares in Q4 2025, an estimated $2.48K.
Delos Wealth Advisors first reported a position in Charter Communications in Q3 2022 and held it in 7 quarters.
Delos Wealth Advisors's Charter Communications position peaked at $2.48K in Q3 2025.
796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.