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Everhart Financial Group’s Charter Communications CHTR Stock Holding History

Everhart Financial Group’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
-973
Closed -$398K – 393
2025
Q2 		$398K Buy
973
+240
+33% +$91.9K 0.05% 256
2025
Q1 		$270K Buy
+733
New +$262K 0.04% 286

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

Everhart Financial Group's CHTR Position: Q3 2025 in Review

Everhart Financial Group sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 973 shares — an estimated $398K sold.

Everhart Financial Group first reported a position in CHTR in Q1 2025 and held it in 2 quarters. The position peaked at $398K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Everhart Financial Group reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Everhart Financial Group sold 973 Charter Communications shares in Q3 2025, an estimated $398K.
  • Everhart Financial Group first reported a position in Charter Communications in Q1 2025 and held it in 2 quarters.
  • Everhart Financial Group's Charter Communications position peaked at $398K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Everhart Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.