Palisades Hudson Asset Management’s Charter Communications CHTR Stock Holding History

Palisades Hudson Asset 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	-492	Closed	-$201K	–	109
2025 Q2	$201K	Buy	+492	New	+$188K	0.08%	106
2023 Q4	–	Sell	-495	Closed	-$217K	–	96
2023 Q3	$217K	Buy	+495	New	+$206K	0.12%	87
2022 Q3	–	Sell	-492	Closed	-$231K	–	100
2022 Q2	$231K	Sell	492 -4	-0.8%	-$1.95K	0.13%	87
2022 Q1	$270K	Buy	496 +4	+0.8%	+$2.35K	0.13%	94
2021 Q4	$321K	Hold	492	–	–	0.14%	83
2021 Q3	$358K	Hold	492	–	–	0.16%	72
2021 Q2	$355K	Hold	492	–	–	0.16%	69
2021 Q1	$304K	Hold	492	–	–	0.14%	79
2020 Q4	$325K	Hold	492	–	–	0.17%	67
2020 Q3	$307K	Hold	492	–	–	0.2%	70
2020 Q2	$251K	Hold	492	–	–	0.17%	75
2020 Q1	$215K	Hold	492	–	–	0.18%	75
2019 Q4	$239K	Hold	492	–	–	0.15%	91
2019 Q3	$203K	Buy	+492	New	+$199K	0.14%	97

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

Palisades Hudson Asset Management's CHTR Position: Q3 2025 in Review

Palisades Hudson Asset Management sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 492 shares — an estimated $201K sold.

Palisades Hudson Asset Management first reported a position in CHTR in Q3 2019 and held it in 14 quarters. The position peaked at $358K in Q3 2021. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Palisades Hudson Asset Management reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Palisades Hudson Asset Management sold 492 Charter Communications shares in Q3 2025, an estimated $201K.
Palisades Hudson Asset Management first reported a position in Charter Communications in Q3 2019 and held it in 14 quarters.
Palisades Hudson Asset Management's Charter Communications position peaked at $358K in Q3 2021.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.