Grey Fox Wealth Advisors’s Charter Communications CHTR Stock Holding History

Grey Fox Wealth Advisors’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	-5	Closed	-$1.38K	–	210
2025 Q3	$1.38K	Buy	+5	New	+$1.51K	﹤0.01%	563
2023 Q2	–	Sell	-3	Closed	-$1.07K	–	170
2023 Q1	$1.07K	Hold	3	–	–	﹤0.01%	455
2022 Q4	$1.02K	Buy	+3	New	+$1.05K	﹤0.01%	362

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

Grey Fox Wealth Advisors's CHTR Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 5 shares — an estimated $1.38K sold.

Grey Fox Wealth Advisors first reported a position in CHTR in Q4 2022 and held it in 3 quarters. The position peaked at $1.38K in Q3 2025. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 5 Charter Communications shares in Q4 2025, an estimated $1.38K.
Grey Fox Wealth Advisors first reported a position in Charter Communications in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Charter Communications position peaked at $1.38K in Q3 2025.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.