Gladstone Institutional Advisory’s Charter Communications CHTR Stock Holding History

Gladstone Institutional Advisory’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	-1,631	Closed	-$667K	–	790
2025 Q2	$667K	Buy	+1,631	New	+$624K	0.03%	428
2022 Q4	–	Sell	-911	Closed	-$276K	–	652
2022 Q3	$276K	Sell	911 -650	-42%	-$278K	0.02%	518
2022 Q2	$731K	Sell	1,561 -1,820	-54%	-$887K	0.06%	333
2022 Q1	$1.84M	Buy	+3,381	New	+$1.98M	0.12%	196

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

Gladstone Institutional Advisory's CHTR Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 1,631 shares — an estimated $667K sold.

Gladstone Institutional Advisory first reported a position in CHTR in Q1 2022 and held it in 4 quarters. The position peaked at $1.84M in Q1 2022. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Gladstone Institutional Advisory reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 1,631 Charter Communications shares in Q3 2025, an estimated $667K.
Gladstone Institutional Advisory first reported a position in Charter Communications in Q1 2022 and held it in 4 quarters.
Gladstone Institutional Advisory's Charter Communications position peaked at $1.84M in Q1 2022.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.