Means Investment Company’s Charter Communications CHTR Stock Holding History

Means Investment Company’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	-844	Closed	-$232K	–	188
2025 Q3	$232K	Hold	844	–	–	0.02%	180
2025 Q2	$345K	Hold	844	–	–	0.03%	152
2025 Q1	$311K	Buy	844 +3	+0.4%	+$1.07K	0.03%	151
2024 Q4	$288K	Hold	841	–	–	0.03%	165
2024 Q3	$273K	Hold	841	–	–	0.03%	174
2024 Q2	$251K	Hold	841	–	–	0.03%	172
2024 Q1	$244K	Hold	841	–	–	0.03%	178
2023 Q4	$327K	Hold	841	–	–	0.05%	155
2023 Q3	$370K	Hold	841	–	–	0.06%	140
2023 Q2	$309K	Hold	841	–	–	0.05%	159
2023 Q1	$301K	Hold	841	–	–	0.05%	161
2022 Q4	$285K	Hold	841	–	–	0.06%	158
2022 Q3	$255K	Hold	841	–	–	0.06%	166
2022 Q2	$394K	Hold	841	–	–	0.08%	129
2022 Q1	$459K	Hold	841	–	–	0.08%	123
2021 Q4	$548K	Hold	841	–	–	0.1%	108
2021 Q3	$612K	Hold	841	–	–	0.12%	102
2021 Q2	$607K	Hold	841	–	–	0.12%	103
2021 Q1	$519K	Hold	841	–	–	0.12%	105
2020 Q4	$520K	Hold	841	–	–	0.12%	102
2020 Q3	$542K	Hold	841	–	–	0.15%	85
2020 Q2	$497K	Sell	841 -3	-0.4%	-$1.52K	0.16%	83
2020 Q1	$419K	Sell	844 -9	-1%	-$4.4K	0.16%	80
2019 Q4	$429K	Sell	853 -22	-3%	-$10.1K	0.14%	92
2019 Q3	$414K	Hold	875	–	–	0.16%	92
2019 Q2	$351K	Hold	875	–	–	0.14%	101
2019 Q1	$304K	Sell	875 -8	-0.9%	-$2.63K	0.13%	112
2018 Q4	$252K	Buy	+883	New	+$277K	0.14%	112

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Means Investment Company's CHTR Position: Q4 2025 in Review

Means Investment Company sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 844 shares — an estimated $232K sold.

Means Investment Company first reported a position in CHTR in Q4 2018 and held it in 28 quarters. The position peaked at $612K in Q3 2021. 795 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Means Investment Company reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Means Investment Company sold 844 Charter Communications shares in Q4 2025, an estimated $232K.
Means Investment Company first reported a position in Charter Communications in Q4 2018 and held it in 28 quarters.
Means Investment Company's Charter Communications position peaked at $612K in Q3 2021.
795 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Means Investment Company's 13F filing for Q4 2025, filed 26 Jan 2026.