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Premier Path Wealth Partners’s Charter Communications CHTR Stock Holding History

Premier Path Wealth Partners’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
-824
Closed -$337K – 393
2025
Q2 		$337K Sell
824
-38
-4% -$14.5K 0.05% 307
2025
Q1 		$318K Sell
862
-87
-9% -$31.1K 0.05% 296
2024
Q4 		$325K Buy
949
+199
+27% +$71.9K 0.05% 295
2024
Q3 		$243K Buy
+750
New +$252K 0.04% 332

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

Premier Path Wealth Partners's CHTR Position: Q3 2025 in Review

Premier Path Wealth Partners sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 824 shares — an estimated $337K sold.

Premier Path Wealth Partners first reported a position in CHTR in Q3 2024 and held it in 4 quarters. The position peaked at $337K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Premier Path Wealth Partners reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 824 Charter Communications shares in Q3 2025, an estimated $337K.
  • Premier Path Wealth Partners first reported a position in Charter Communications in Q3 2024 and held it in 4 quarters.
  • Premier Path Wealth Partners's Charter Communications position peaked at $337K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Premier Path Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.