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PDS Planning’s Charter Communications CHTR Stock Holding History

PDS Planning’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
-579
Closed -$237K – 546
2025
Q2 		$237K Buy
+579
New +$222K 0.02% 432
2024
Q1 		– Sell
-859
Closed -$334K – 398
2023
Q4 		$334K Sell
859
-11
-1% -$4.49K 0.04% 216
2023
Q3 		$383K Buy
870
+29
+3% +$12.1K 0.05% 171
2023
Q2 		$309K Buy
841
+91
+12% +$31.1K 0.04% 208
2023
Q1 		$268K Buy
+750
New +$280K 0.04% 216
2022
Q2 		– Sell
-371
Closed -$202K – 222
2022
Q1 		$202K Buy
+371
New +$218K 0.04% 212

Other funds holding CHTR

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

PDS Planning's CHTR Position: Q3 2025 in Review

PDS Planning sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 579 shares — an estimated $237K sold.

PDS Planning first reported a position in CHTR in Q1 2022 and held it in 6 quarters. The position peaked at $383K in Q3 2023. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • PDS Planning reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • PDS Planning sold 579 Charter Communications shares in Q3 2025, an estimated $237K.
  • PDS Planning first reported a position in Charter Communications in Q1 2022 and held it in 6 quarters.
  • PDS Planning's Charter Communications position peaked at $383K in Q3 2023.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on PDS Planning's 13F filing for Q3 2025, filed 21 Oct 2025.