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Hemington Wealth Management’s Charter Communications CHTR Stock Holding History

Hemington 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
Q3 		$42K Sell
153
-7
-4% -$2.12K 0.01% 407
2025
Q2 		$65K Buy
160
+17
+12% +$6.51K 0.01% 284
2025
Q1 		$52K Buy
143
+28
+24% +$10K 0.01% 312
2024
Q4 		$39K Buy
115
+20
+21% +$7.23K 0.01% 363
2024
Q3 		$31K Buy
+95
New +$32K 0.01% 392

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hemington Wealth Management's CHTR Position: Q3 2025 in Review

Hemington Wealth Management reduced its Charter Communications (CHTR) stake by 4.4% in Q3 2025, selling an estimated $2.12K and leaving 153 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #407.

Hemington Wealth Management first reported a position in CHTR in Q3 2024 and has held it in 5 quarters since. The position peaked at $65K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Hemington Wealth Management held 153 shares of Charter Communications worth $42K as of Q3 2025.
  • Hemington Wealth Management sold 7 Charter Communications shares in Q3 2025, an estimated $2.12K.
  • Charter Communications made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #407 holding.
  • Hemington Wealth Management first reported a position in Charter Communications in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Charter Communications position peaked at $65K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.