Meeder Advisory Services’s Charter Communications CHTR Stock Holding History

Meeder Advisory Services’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	–	Sell	-555	Closed	-$227K	–	629
2025 Q2	$227K	Sell	555 -46	-8%	-$17.6K	0.01%	555
2025 Q1	$221K	Buy	+601	New	+$215K	0.01%	524
2024 Q4	–	Sell	-710	Closed	-$230K	–	562
2024 Q3	$230K	Sell	710 -204	-22%	-$68.6K	0.01%	494
2024 Q2	$273K	Sell	914 -118	-11%	-$32.2K	0.02%	422
2024 Q1	$300K	Sell	1,032 -301	-23%	-$96.8K	0.03%	355
2023 Q4	$518K	Sell	1,333 -10	-0.7%	-$4.08K	0.06%	264
2023 Q3	$591K	Sell	1,343 -161	-11%	-$66.9K	0.07%	225
2023 Q2	$553K	Sell	1,504 -210	-12%	-$71.7K	0.06%	268
2023 Q1	$613K	Buy	1,714 +363	+27%	+$136K	0.07%	244
2022 Q4	$458K	Buy	+1,351	New	+$475K	0.06%	278

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meeder Advisory Services's CHTR Position: Q3 2025 in Review

Meeder Advisory Services sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 555 shares — an estimated $227K sold.

Meeder Advisory Services first reported a position in CHTR in Q4 2022 and held it in 10 quarters. The position peaked at $613K in Q1 2023. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Meeder Advisory Services reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Meeder Advisory Services sold 555 Charter Communications shares in Q3 2025, an estimated $227K.
Meeder Advisory Services first reported a position in Charter Communications in Q4 2022 and held it in 10 quarters.
Meeder Advisory Services's Charter Communications position peaked at $613K in Q1 2023.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Meeder Advisory Services's 13F filing for Q3 2025, filed 24 Oct 2025.