Prime Capital Investment Advisors’s Charter Communications CHTR Stock Holding History

Prime Capital 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 Q3	–	Sell	-648	Closed	-$265K	–	1040
2025 Q2	$265K	Sell	648 -129	-17%	-$49.4K	﹤0.01%	805
2025 Q1	$286K	Buy	777 +122	+19%	+$43.6K	﹤0.01%	852
2024 Q4	$225K	Sell	655 -22	-3%	-$7.95K	﹤0.01%	812
2024 Q3	$219K	Buy	+677	New	+$228K	﹤0.01%	833
2024 Q2	–	Sell	-827	Closed	-$240K	–	940
2024 Q1	$240K	Sell	827 -962	-54%	-$309K	﹤0.01%	853
2023 Q4	$695K	Buy	1,789 +1,258	+237%	+$513K	0.01%	496
2023 Q3	$234K	Sell	531 -52	-9%	-$21.6K	﹤0.01%	651
2023 Q2	$214K	Buy	+583	New	+$199K	﹤0.01%	691

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

Prime Capital Investment Advisors's CHTR Position: Q3 2025 in Review

Prime Capital Investment Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 648 shares — an estimated $265K sold.

Prime Capital Investment Advisors first reported a position in CHTR in Q2 2023 and held it in 8 quarters. The position peaked at $695K in Q4 2023. 805 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Prime Capital Investment Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 648 Charter Communications shares in Q3 2025, an estimated $265K.
Prime Capital Investment Advisors first reported a position in Charter Communications in Q2 2023 and held it in 8 quarters.
Prime Capital Investment Advisors's Charter Communications position peaked at $695K in Q4 2023.
805 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.