Diligent Investors’s Charter Communications CHTR Stock Holding History

Diligent Investors’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	-569	Closed	-$210K	–	344
2025 Q1	$210K	Buy	+569	New	+$204K	0.05%	344
2024 Q1	–	Sell	-579	Closed	-$225K	–	333
2023 Q4	$225K	Hold	579	–	–	0.06%	282
2023 Q3	$255K	Sell	579 -7	-1%	-$2.91K	0.08%	249
2023 Q2	$215K	Buy	+586	New	+$200K	0.06%	253

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Diligent Investors's CHTR Position: Q2 2025 in Review

Diligent Investors sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 569 shares — an estimated $210K sold.

Diligent Investors first reported a position in CHTR in Q2 2023 and held it in 4 quarters. The position peaked at $255K in Q3 2023. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

Diligent Investors reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
Diligent Investors sold 569 Charter Communications shares in Q2 2025, an estimated $210K.
Diligent Investors first reported a position in Charter Communications in Q2 2023 and held it in 4 quarters.
Diligent Investors's Charter Communications position peaked at $255K in Q3 2023.
887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Diligent Investors's 13F filing for Q2 2025, filed 22 Jul 2025.