Future Financial Wealth Management’s Charter Communications CHTR Stock Holding History

Future Financial 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	–	173
2025 Q3	$275	Hold	1	–	–	﹤0.01%	450
2025 Q2	$409	Hold	1	–	–	﹤0.01%	439
2025 Q1	$369	Hold	1	–	–	﹤0.01%	437
2024 Q4	$343	Hold	1	–	–	﹤0.01%	436
2024 Q3	$324	Buy	+1	New	+$336	﹤0.01%	457
2024 Q2	–	Sell	-1	Closed	-$291	–	172
2024 Q1	$291	Buy	+1	New	+$321	﹤0.01%	486
2022 Q2	–	Sell	-1	Closed	-$1K	–	182
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	496
2021 Q4	$1K	Buy	+1	New	+$681	﹤0.01%	509

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Future Financial Wealth Management's CHTR Position: Q4 2025 in Review

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

Future Financial Wealth Management first reported a position in CHTR in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q1 2022. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Future Financial Wealth Management reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1 Charter Communications share in Q4 2025, an estimated $275.
Future Financial Wealth Management first reported a position in Charter Communications in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Charter Communications position peaked at $1K in Q1 2022.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.