Financial Perspectives’s Charter Communications CHTR Stock Holding History

Financial Perspectives’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	-7	Closed	-$2.86K	–	724
2025 Q2	$2.86K	Hold	7	–	–	﹤0.01%	611
2025 Q1	$2.58K	Hold	7	–	–	﹤0.01%	614
2024 Q4	$2.4K	Hold	7	–	–	﹤0.01%	617
2024 Q3	$2.27K	Hold	7	–	–	﹤0.01%	577
2024 Q2	$2.09K	Hold	7	–	–	﹤0.01%	576
2024 Q1	$2.03K	Hold	7	–	–	﹤0.01%	568
2023 Q4	$2.72K	Hold	7	–	–	﹤0.01%	568
2023 Q3	$3.08K	Hold	7	–	–	﹤0.01%	556
2023 Q2	$2.57K	Hold	7	–	–	﹤0.01%	558
2023 Q1	$2.5K	Hold	7	–	–	﹤0.01%	561
2022 Q4	$2.37K	Sell	7 -44	-86%	-$15.5K	﹤0.01%	569
2022 Q3	$15.5K	Hold	51	–	–	0.01%	381
2022 Q2	$23.9K	Hold	51	–	–	0.01%	324
2022 Q1	$27.8K	Buy	51 +44	+629%	+$25.8K	0.01%	326
2021 Q4	$4.56K	Hold	7	–	–	﹤0.01%	526
2021 Q3	$5.09K	Hold	7	–	–	﹤0.01%	515
2021 Q2	$5.05K	Sell	7 -4,312	-100%	-$2.9M	﹤0.01%	545
2021 Q1	$7K	Buy	4,319 +4,312	+61,600%	+$2.69M	﹤0.01%	613
2020 Q4	$4.63K	Hold	7	–	–	﹤0.01%	483
2020 Q3	$4.37K	Hold	7	–	–	﹤0.01%	436
2020 Q2	$3.57K	Hold	7	–	–	﹤0.01%	440
2020 Q1	$3.05K	Hold	7	–	–	﹤0.01%	426
2019 Q4	$3.4K	Buy	+7	New	+$3.22K	﹤0.01%	419

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

Financial Perspectives's CHTR Position: Q3 2025 in Review

Financial Perspectives sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 7 shares — an estimated $2.86K sold.

Financial Perspectives first reported a position in CHTR in Q4 2019 and held it in 23 quarters. The position peaked at $27.8K in Q1 2022. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Financial Perspectives reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Financial Perspectives sold 7 Charter Communications shares in Q3 2025, an estimated $2.86K.
Financial Perspectives first reported a position in Charter Communications in Q4 2019 and held it in 23 quarters.
Financial Perspectives's Charter Communications position peaked at $27.8K in Q1 2022.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Financial Perspectives's 13F filing for Q3 2025, filed 22 Oct 2025.