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Heartwood Wealth Advisors’s Charter Communications CHTR Stock Holding History

Heartwood 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
-2
Closed -$550 – 278
2025
Q3 		$550 Buy
+2
New +$604 ﹤0.01% 592

Other funds holding CHTR

Dodge & Cox
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heartwood Wealth Advisors's CHTR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 2 shares — an estimated $550 sold.

Heartwood Wealth Advisors first reported a position in CHTR in Q3 2025 and held it in 1 quarter. The position peaked at $550 in Q3 2025. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2 Charter Communications shares in Q4 2025, an estimated $550.
  • Heartwood Wealth Advisors first reported a position in Charter Communications in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Charter Communications position peaked at $550 in Q3 2025.
  • 798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.