DA
CHTR icon

Doliver Advisors’s Charter Communications CHTR Stock Holding History

Doliver 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
Q3 		– Sell
-2,613
Closed -$1.07M – 175
2025
Q2 		$1.07M Buy
2,613
+592
+29% +$227K 0.29% 65
2025
Q1 		$745K Sell
2,021
-138
-6% -$49.4K 0.21% 74
2024
Q4 		$740K Buy
+2,159
New +$781K 0.21% 71
2024
Q1 		– Sell
-4,816
Closed -$1.87M – 141
2023
Q4 		$1.87M Sell
4,816
-350
-7% -$143K 0.57% 24
2023
Q3 		$2.27M Sell
5,166
-107
-2% -$44.5K 0.68% 17
2023
Q2 		$1.94M Buy
5,273
+54
+1% +$18.4K 0.59% 21
2023
Q1 		$1.87M Sell
5,219
-662
-11% -$247K 0.59% 20
2022
Q4 		$1.99M Sell
5,881
-178
-3% -$62.5K 0.66% 20
2022
Q3 		$1.84M Buy
6,059
+50
+0.8% +$21.4K 0.68% 20
2022
Q2 		$2.81M Buy
6,009
+1,172
+24% +$571K 1% 12
2022
Q1 		$2.64M Sell
4,837
-41
-0.8% -$24.1K 0.83% 17
2021
Q4 		$2.97M Buy
4,878
+1,322
+37% +$900K 0.93% 12
2021
Q3 		$2.59M Buy
3,556
+14
+0.4% +$10.6K 0.87% 15
2021
Q2 		$2.56M Sell
3,542
-50
-1% -$33.7K 0.85% 19
2021
Q1 		$2.22M Buy
3,592
+213
+6% +$133K 0.82% 19
2020
Q4 		$2.23M Buy
3,379
+971
+40% +$618K 0.99% 16
2020
Q3 		$1.5M Sell
2,408
-1,680
-41% -$991K 0.76% 20
2020
Q2 		$2.08M Buy
4,088
+104
+3% +$52.8K 0.93% 17
2020
Q1 		$2.03M Buy
3,984
+220
+6% +$108K 1% 18
2019
Q4 		$1.83M Sell
3,764
-191
-5% -$87.9K 0.72% 20
2019
Q3 		$1.71M Buy
3,955
+57
+1% +$23K 0.69% 19
2019
Q2 		$1.54M Buy
3,898
+1,007
+35% +$377K 0.61% 21
2019
Q1 		$1M Buy
2,891
+899
+45% +$296K 0.41% 28
2018
Q4 		$568K Buy
+1,992
New +$625K 0.28% 48

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

Doliver Advisors's CHTR Position: Q3 2025 in Review

Doliver Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 2,613 shares — an estimated $1.07M sold.

Doliver Advisors first reported a position in CHTR in Q4 2018 and held it in 24 quarters. The position peaked at $2.97M in Q4 2021. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Doliver Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Doliver Advisors sold 2,613 Charter Communications shares in Q3 2025, an estimated $1.07M.
  • Doliver Advisors first reported a position in Charter Communications in Q4 2018 and held it in 24 quarters.
  • Doliver Advisors's Charter Communications position peaked at $2.97M in Q4 2021.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Doliver Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.