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Moneta Group Investment Advisors’s Charter Communications CHTR Stock Holding History

Moneta Group Investment Advisors’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
-531
Closed -$217K – 798
2025
Q2 		$217K Buy
+531
New +$203K ﹤0.01% 649
2023
Q1 		– Sell
-578
Closed -$222K – 542
2022
Q4 		$222K Buy
+578
New +$203K 0.01% 420
2018
Q1 		– Sell
-1
Closed – – 619
2017
Q4 		$0 Buy
+1
New +$340 ﹤0.01% 474

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

Moneta Group Investment Advisors's CHTR Position: Q3 2025 in Review

Moneta Group Investment Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 531 shares — an estimated $217K sold.

Moneta Group Investment Advisors first reported a position in CHTR in Q4 2017 and held it in 3 quarters. The position peaked at $222K in Q4 2022. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Moneta Group Investment Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 531 Charter Communications shares in Q3 2025, an estimated $217K.
  • Moneta Group Investment Advisors first reported a position in Charter Communications in Q4 2017 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Charter Communications position peaked at $222K in Q4 2022.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.