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MorganRosel Wealth Management’s Charter Communications CHTR Stock Holding History

MorganRosel Wealth Management’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
-12
Closed -$4.91K – 151
2025
Q2 		$4.91K Hold
12
– – ﹤0.01% 288
2025
Q1 		$4.42K Buy
+12
New +$4.29K ﹤0.01% 287

Other funds holding CHTR

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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

MorganRosel Wealth Management's CHTR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 12 shares — an estimated $4.91K sold.

MorganRosel Wealth Management first reported a position in CHTR in Q1 2025 and held it in 2 quarters. The position peaked at $4.91K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 12 Charter Communications shares in Q3 2025, an estimated $4.91K.
  • MorganRosel Wealth Management first reported a position in Charter Communications in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Charter Communications position peaked at $4.91K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.