Family CFO’s Charter Communications CHTR Stock Holding History

Family CFO’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	-81	Closed	-$33.1K	–	46
2025 Q2	$33.1K	Buy	+81	New	+$31K	0.02%	59
2025 Q1	–	Sell	-81	Closed	-$27.8K	–	72
2024 Q4	$27.8K	Hold	81	–	–	0.02%	54
2024 Q3	$26.3K	Hold	81	–	–	0.01%	57
2024 Q2	$24.2K	Hold	81	–	–	0.01%	49
2024 Q1	$23.5K	Hold	81	–	–	0.01%	52
2023 Q4	$31.5K	Hold	81	–	–	0.02%	51
2023 Q3	$35.6K	Hold	81	–	–	0.03%	46
2023 Q2	$29.8K	Hold	81	–	–	0.02%	45
2023 Q1	$29K	Hold	81	–	–	0.02%	44
2022 Q4	$27.5K	Hold	81	–	–	0.02%	43
2022 Q3	$24.6K	Hold	81	–	–	0.03%	42
2022 Q2	$38K	Hold	81	–	–	0.04%	40
2022 Q1	$44K	Hold	81	–	–	0.04%	41
2021 Q4	$53K	Buy	+81	New	+$55.2K	0.05%	39

Other funds holding CHTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Family CFO's CHTR Position: Q3 2025 in Review

Family CFO sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 81 shares — an estimated $33.1K sold.

Family CFO first reported a position in CHTR in Q4 2021 and held it in 14 quarters. The position peaked at $53K in Q4 2021. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Family CFO reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Family CFO sold 81 Charter Communications shares in Q3 2025, an estimated $33.1K.
Family CFO first reported a position in Charter Communications in Q4 2021 and held it in 14 quarters.
Family CFO's Charter Communications position peaked at $53K in Q4 2021.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Family CFO's 13F filing for Q3 2025, filed 28 Oct 2025.