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Sagespring Wealth Partners’s Charter Communications CHTR Stock Holding History

Sagespring 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
-1,024
Closed -$419K – 738
2025
Q2 		$419K Buy
1,024
+131
+15% +$50.1K 0.01% 482
2025
Q1 		$329K Buy
893
+191
+27% +$68.3K 0.01% 484
2024
Q4 		$241K Buy
+702
New +$254K 0.01% 539

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

Sagespring Wealth Partners's CHTR Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 1,024 shares — an estimated $419K sold.

Sagespring Wealth Partners first reported a position in CHTR in Q4 2024 and held it in 3 quarters. The position peaked at $419K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,024 Charter Communications shares in Q3 2025, an estimated $419K.
  • Sagespring Wealth Partners first reported a position in Charter Communications in Q4 2024 and held it in 3 quarters.
  • Sagespring Wealth Partners's Charter Communications position peaked at $419K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.