Kovitz Investment Group Partners
CHTR icon

Kovitz Investment Group Partners’s Charter Communications CHTR Stock Holding History

Kovitz Investment Group Partners’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
-3,999
Closed -$1.1M – 598
2025
Q3 		$1.1M Buy
3,999
+1,153
+41% +$348K ﹤0.01% 821
2025
Q2 		$1.16M Sell
2,846
-110
-4% -$42.1K 0.01% 764
2025
Q1 		$1.09M Buy
2,956
+140
+5% +$50.1K 0.01% 721
2024
Q4 		$966K Buy
2,816
+47
+2% +$17K ﹤0.01% 728
2024
Q3 		$515K Buy
2,769
+1,733
+167% +$583K ﹤0.01% 753
2024
Q2 		$310K Sell
1,036
-241
-19% -$65.8K ﹤0.01% 723
2024
Q1 		$371K Sell
1,277
-227,601
-99% -$73.2M ﹤0.01% 553
2023
Q4 		$89M Buy
228,878
+845
+0.4% +$345K 1.47% 22
2023
Q3 		$100M Sell
228,033
-68,496
-23% -$28.5M 1.8% 15
2023
Q2 		$109M Buy
296,529
+63,716
+27% +$21.7M 1.6% 23
2023
Q1 		$83.3M Buy
232,813
+22,921
+11% +$8.56M 1.45% 20
2022
Q4 		$71.2M Buy
209,892
+21,573
+11% +$7.58M 1.41% 23
2022
Q3 		$57.1M Buy
188,319
+3,682
+2% +$1.58M 1.32% 32
2022
Q2 		$86.5M Buy
184,637
+40,096
+28% +$19.5M 1.92% 13
2022
Q1 		$78.8M Buy
144,541
+25,696
+22% +$15.1M 1.5% 23
2021
Q4 		$78.5M Sell
118,845
-9,824
-8% -$6.69M 1.85% 16
2021
Q3 		$93.6M Sell
128,669
-114
-0.1% -$86.5K 1.86% 17
2021
Q2 		$92.9M Buy
128,783
+12,236
+10% +$8.24M 1.83% 15
2021
Q1 		$71.9M Sell
116,547
-2,463
-2% -$1.54M 1.68% 18
2020
Q4 		$78.7M Buy
119,010
+1,488
+1% +$947K 1.92% 16
2020
Q3 		$73.4M Sell
117,522
-695
-0.6% -$410K 2.05% 11
2020
Q2 		$60.3M Buy
118,217
+27,153
+30% +$13.8M 1.86% 17
2020
Q1 		$39.7M Buy
+91,064
New +$44.5M 1.43% 25

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kovitz Investment Group Partners's CHTR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 3,999 shares — an estimated $1.1M sold.

Kovitz Investment Group Partners first reported a position in CHTR in Q1 2020 and held it in 23 quarters. The position peaked at $109M in Q2 2023. 794 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,999 Charter Communications shares in Q4 2025, an estimated $1.1M.
  • Kovitz Investment Group Partners first reported a position in Charter Communications in Q1 2020 and held it in 23 quarters.
  • Kovitz Investment Group Partners's Charter Communications position peaked at $109M in Q2 2023.
  • 794 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.