Newbridge Financial Services Group’s Charter Communications CHTR Stock Holding History

Newbridge Financial Services Group’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	-7	Closed	-$2.86K	–	1307
2025 Q2	$2.86K	Buy	+7	New	+$2.68K	﹤0.01%	1103
2024 Q2	–	Sell	-3	Closed	-$872	–	1114
2024 Q1	$872	Buy	+3	New	+$964	﹤0.01%	1052
2023 Q2	–	Sell	-2	Closed	-$715	–	1362
2023 Q1	$715	Hold	2	–	–	﹤0.01%	1299
2022 Q4	$678	Sell	2 -2	-50%	-$703	﹤0.01%	1339
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1275
2022 Q2	$2K	Hold	4	–	–	﹤0.01%	1158
2022 Q1	$2K	Sell	4 -2	-33%	-$1.17K	﹤0.01%	1275
2021 Q4	$4K	Buy	6 +2	+50%	+$1.36K	﹤0.01%	1107
2021 Q3	$3K	Buy	4 +1	+33%	+$759	﹤0.01%	1100
2021 Q2	$2K	Buy	3 +1	+50%	+$673	﹤0.01%	1260
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	1244
2020 Q4	$1K	Hold	2	–	–	﹤0.01%	1015
2020 Q3	$1K	Buy	+2	New	+$1.18K	﹤0.01%	960

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

Newbridge Financial Services Group's CHTR Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 7 shares — an estimated $2.86K sold.

Newbridge Financial Services Group first reported a position in CHTR in Q3 2020 and held it in 13 quarters. The position peaked at $4K in Q4 2021. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Newbridge Financial Services Group reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 7 Charter Communications shares in Q3 2025, an estimated $2.86K.
Newbridge Financial Services Group first reported a position in Charter Communications in Q3 2020 and held it in 13 quarters.
Newbridge Financial Services Group's Charter Communications position peaked at $4K in Q4 2021.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.