Rise Advisors’s Charter Communications CHTR Stock Holding History

Rise 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	-73	Closed	-$20.1K	–	346
2025 Q3	$20.1K	Buy	73 +5	+7%	+$1.51K	0.01%	574
2025 Q2	$27.8K	Hold	68	–	–	0.01%	376
2025 Q1	$25.1K	Sell	68 -15	-18%	-$5.37K	0.01%	395
2024 Q4	$28.4K	Hold	83	–	–	0.01%	423
2024 Q3	$26.9K	Hold	83	–	–	0.01%	469
2024 Q2	$24.8K	Hold	83	–	–	0.01%	480
2024 Q1	$24.1K	Buy	83 +82	+8,200%	+$26.4K	0.01%	514
2023 Q4	$389	Hold	1	–	–	﹤0.01%	576
2023 Q3	$440	Hold	1	–	–	﹤0.01%	587
2023 Q2	$367	Hold	1	–	–	﹤0.01%	636
2023 Q1	$358	Hold	1	–	–	﹤0.01%	757
2022 Q4	$339	Hold	1	–	–	﹤0.01%	725
2022 Q3	$0	Hold	1	–	–	﹤0.01%	712
2022 Q2	$0	Hold	1	–	–	﹤0.01%	709
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	586
2021 Q4	$652	Buy	+1	New	+$681	﹤0.01%	615

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Rise Advisors's CHTR Position: Q4 2025 in Review

Rise Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 73 shares — an estimated $20.1K sold.

Rise Advisors first reported a position in CHTR in Q4 2021 and held it in 16 quarters. The position peaked at $28.4K in Q4 2024. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Rise Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 73 Charter Communications shares in Q4 2025, an estimated $20.1K.
Rise Advisors first reported a position in Charter Communications in Q4 2021 and held it in 16 quarters.
Rise Advisors's Charter Communications position peaked at $28.4K in Q4 2024.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.