OneDigital Investment Advisors’s Charter Communications CHTR Stock Holding History

OneDigital 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 Q4	–	Sell	-840	Closed	-$231K	–	1518
2025 Q3	$231K	Sell	840 -38	-4%	-$11.5K	﹤0.01%	1352
2025 Q2	$359K	Buy	878 +85	+11%	+$32.5K	﹤0.01%	1060
2025 Q1	$292K	Buy	+793	New	+$284K	﹤0.01%	1123
2023 Q2	–	Sell	-1,345	Closed	-$481K	–	1019
2023 Q1	$481K	Buy	+1,345	New	+$502K	0.01%	638
2018 Q4	–	Sell	-40	Closed	-$13K	–	1129
2018 Q3	$13K	Hold	40	–	–	﹤0.01%	770
2018 Q2	$12K	Hold	40	–	–	﹤0.01%	985
2018 Q1	$12K	Sell	40 -223	-85%	-$78.4K	﹤0.01%	979
2017 Q4	$88K	Buy	+263	New	+$89.4K	0.01%	373
2017 Q3	–	Sell	-40	Closed	-$13K	–	1056
2017 Q2	$13K	Buy	+40	New	+$13.3K	﹤0.01%	879

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

OneDigital Investment Advisors's CHTR Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 840 shares — an estimated $231K sold.

OneDigital Investment Advisors first reported a position in CHTR in Q2 2017 and held it in 9 quarters. The position peaked at $481K in Q1 2023. 795 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

OneDigital Investment Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 840 Charter Communications shares in Q4 2025, an estimated $231K.
OneDigital Investment Advisors first reported a position in Charter Communications in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Charter Communications position peaked at $481K in Q1 2023.
795 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.