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HighPoint Advisor Group’s Charter Communications CHTR Stock Holding History

HighPoint Advisor Group’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
-764
Closed -$210K – 1077
2025
Q3 		$210K Sell
764
-145
-16% -$43.8K 0.01% 648
2025
Q2 		$372K Buy
909
+38
+4% +$14.5K 0.02% 452
2025
Q1 		$336K Buy
871
+162
+23% +$57.9K 0.02% 454
2024
Q4 		$249K Buy
709
+2
+0.3% +$723 0.01% 580
2024
Q3 		$259K Sell
707
-128
-15% -$43.1K 0.02% 538
2024
Q2 		$320K Buy
835
+72
+9% +$19.7K 0.02% 449
2024
Q1 		$210K Sell
763
-103
-12% -$33.1K 0.01% 585
2023
Q4 		$252K Buy
+866
New +$353K 0.02% 521
2022
Q2 		$290K Buy
+616
New +$300K 0.03% 404
2021
Q3 		$399K Sell
549
-372
-40% -$282K 0.04% 348
2021
Q2 		$664K Buy
921
+337
+58% +$227K 0.07% 249
2021
Q1 		$359K Sell
584
-4
-0.7% -$2.5K 0.04% 337
2020
Q4 		$364K Buy
588
+39
+7% +$24.8K 0.04% 318
2020
Q3 		$355K Buy
549
+52
+10% +$30.7K 0.06% 242
2020
Q2 		$259K Sell
497
-12
-2% -$6.09K 0.06% 265
2020
Q1 		$258K Sell
509
-185
-27% -$90.5K 0.06% 239
2019
Q4 		$349K Buy
694
+187
+37% +$86.1K 0.07% 238
2019
Q3 		$238K Buy
507
+120
+31% +$48.4K 0.05% 287
2019
Q2 		$157K Buy
+387
New +$145K 0.04% 354

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

HighPoint Advisor Group's CHTR Position: Q4 2025 in Review

HighPoint Advisor Group sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 764 shares — an estimated $210K sold.

HighPoint Advisor Group first reported a position in CHTR in Q2 2019 and held it in 19 quarters. The position peaked at $664K in Q2 2021. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

  • HighPoint Advisor Group reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
  • HighPoint Advisor Group sold 764 Charter Communications shares in Q4 2025, an estimated $210K.
  • HighPoint Advisor Group first reported a position in Charter Communications in Q2 2019 and held it in 19 quarters.
  • HighPoint Advisor Group's Charter Communications position peaked at $664K in Q2 2021.
  • 796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on HighPoint Advisor Group's 13F filing for Q4 2025, filed 4 Feb 2026.