Ritholtz Wealth Management’s Charter Communications CHTR Stock Holding History

Ritholtz Wealth 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 Q4	–	Sell	-5,732	Closed	-$1.58M	–	1132
2025 Q3	$1.58M	Buy	5,732 +2,382	+71%	+$720K	0.03%	391
2025 Q2	$1.37M	Sell	3,350 -164	-5%	-$62.8K	0.03%	386
2025 Q1	$1.3M	Buy	3,514 +209	+6%	+$74.8K	0.04%	340
2024 Q4	$1.13M	Buy	+3,305	New	+$1.19M	0.03%	332
2023 Q4	–	Sell	-845	Closed	-$372K	–	763
2023 Q3	$372K	Buy	+845	New	+$351K	0.02%	510
2022 Q4	–	Sell	-960	Closed	-$291K	–	600
2022 Q3	$291K	Buy	960 +400	+71%	+$171K	0.02%	547
2022 Q2	$262K	Buy	560 +122	+28%	+$59.5K	0.02%	438
2022 Q1	$239K	Sell	438 -196	-31%	-$115K	0.02%	463
2021 Q4	$413K	Sell	634 -25	-4%	-$17K	0.03%	342
2021 Q3	$479K	Buy	659 +116	+21%	+$88K	0.03%	278
2021 Q2	$392K	Buy	543 +106	+24%	+$71.4K	0.03%	306
2021 Q1	$270K	Sell	437 -72	-14%	-$45K	0.02%	336
2020 Q4	$337K	Buy	+509	New	+$324K	0.03%	232

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

Ritholtz Wealth Management's CHTR Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 5,732 shares — an estimated $1.58M sold.

Ritholtz Wealth Management first reported a position in CHTR in Q4 2020 and held it in 13 quarters. The position peaked at $1.58M in Q3 2025. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Ritholtz Wealth Management reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 5,732 Charter Communications shares in Q4 2025, an estimated $1.58M.
Ritholtz Wealth Management first reported a position in Charter Communications in Q4 2020 and held it in 13 quarters.
Ritholtz Wealth Management's Charter Communications position peaked at $1.58M in Q3 2025.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.