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Evolution Wealth Management’s Charter Communications CHTR Stock Holding History

Evolution Wealth Management’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
-1
Closed -$275 – 752
2025
Q3 		$275 Buy
+1
New +$302 ﹤0.01% 579

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Evolution Wealth Management's CHTR Position: Q4 2025 in Review

Evolution Wealth Management sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 1 share — an estimated $275 sold.

Evolution Wealth Management first reported a position in CHTR in Q3 2025 and held it in 1 quarter. The position peaked at $275 in Q3 2025. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

  • Evolution Wealth Management reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 1 Charter Communications share in Q4 2025, an estimated $275.
  • Evolution Wealth Management first reported a position in Charter Communications in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Charter Communications position peaked at $275 in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.