Oliver Lagore Vanvalin Investment Group’s Charter Communications CHTR Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$18.8K	Buy	+51	New	+$19.5K	0.01%	354
2024 Q4	$17.5K	Hold	51	–	–	﹤0.01%	382
2024 Q3	$16.5K	Hold	51	–	–	﹤0.01%	365
2024 Q2	$15.2K	Sell	51 -37	-42%	-$10.1K	﹤0.01%	362
2024 Q1	$25.6K	Hold	88	–	–	0.01%	314
2023 Q4	$34.2K	Hold	88	–	–	0.01%	248
2023 Q3	$38.7K	Hold	88	–	–	0.02%	269
2023 Q2	$32.3K	Hold	88	–	–	0.01%	305
2023 Q1	$31.5K	Hold	88	–	–	0.01%	233
2022 Q4	$29.8K	Hold	88	–	–	0.02%	226
2022 Q3	$27K	Hold	88	–	–	0.02%	224
2022 Q2	$41K	Buy	88 +51	+138%	+$24.9K	0.02%	190
2022 Q1	$20K	Buy	+37	New	+$21.7K	0.01%	253

Other funds holding CHTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's CHTR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Charter Communications (CHTR) in Q2 2025: 51 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CHTR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CHTR in Q1 2022 and has held it in 13 quarters since. The position peaked at $41K in Q2 2022. 888 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 51 shares of Charter Communications worth $18.8K as of Q2 2025.
Charter Communications was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Charter Communications made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #354 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Charter Communications in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Charter Communications position peaked at $41K in Q2 2022.
888 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.