Halbert Hargrove Global Advisors’s Charter Communications CHTR Stock Holding History

Halbert Hargrove Global 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	-4	Closed	-$1.1K	–	430
2025 Q3	$1.1K	Buy	+4	New	+$1.21K	﹤0.01%	658
2025 Q2	–	Sell	-4	Closed	-$1.35K	–	376
2025 Q1	$1.35K	Buy	+4	New	+$1.43K	﹤0.01%	428
2022 Q1	–	Sell	-320	Closed	-$209K	–	169
2021 Q4	$209K	Sell	320 -29	-8%	-$19.7K	0.01%	157
2021 Q3	$254K	Sell	349 -1	-0.3%	-$759	0.02%	119
2021 Q2	$253K	Buy	350 +6	+2%	+$4.04K	0.02%	126
2021 Q1	$212K	Buy	344 +10	+3%	+$6.25K	0.02%	121
2020 Q4	$221K	Buy	+334	New	+$213K	0.02%	107

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's CHTR Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 4 shares — an estimated $1.1K sold.

Halbert Hargrove Global Advisors first reported a position in CHTR in Q4 2020 and held it in 7 quarters. The position peaked at $254K in Q3 2021. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 4 Charter Communications shares in Q4 2025, an estimated $1.1K.
Halbert Hargrove Global Advisors first reported a position in Charter Communications in Q4 2020 and held it in 7 quarters.
Halbert Hargrove Global Advisors's Charter Communications position peaked at $254K in Q3 2021.
796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.