Sculati Wealth Management’s Charter Communications CHTR Stock Holding History

Sculati 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 Q3	–	Sell	-565	Closed	-$231K	–	126
2025 Q2	$231K	Hold	565	–	–	0.09%	113
2025 Q1	$208K	Buy	+565	New	+$202K	0.08%	106
2024 Q1	–	Sell	-565	Closed	-$220K	–	104
2023 Q4	$220K	Hold	565	–	–	0.1%	94
2023 Q3	$248K	Hold	565	–	–	0.13%	91
2023 Q2	$208K	Hold	565	–	–	0.1%	100
2023 Q1	$202K	Buy	+565	New	+$211K	0.11%	108
2022 Q3	–	Sell	-565	Closed	-$265K	–	118
2022 Q2	$265K	Hold	565	–	–	0.15%	100
2022 Q1	$308K	Hold	565	–	–	0.15%	96
2021 Q4	$368K	Hold	565	–	–	0.18%	90
2021 Q3	$411K	Hold	565	–	–	0.22%	87
2021 Q2	$408K	Hold	565	–	–	0.22%	89
2021 Q1	$349K	Hold	565	–	–	0.2%	93
2020 Q4	$374K	Hold	565	–	–	0.25%	81
2020 Q3	$353K	Hold	565	–	–	0.26%	80
2020 Q2	$288K	Hold	565	–	–	0.24%	75
2020 Q1	$247K	Hold	565	–	–	0.27%	74
2019 Q4	$274K	Buy	+565	New	+$260K	0.25%	77

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

Sculati Wealth Management's CHTR Position: Q3 2025 in Review

Sculati Wealth Management sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 565 shares — an estimated $231K sold.

Sculati Wealth Management first reported a position in CHTR in Q4 2019 and held it in 17 quarters. The position peaked at $411K in Q3 2021. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Sculati Wealth Management reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Sculati Wealth Management sold 565 Charter Communications shares in Q3 2025, an estimated $231K.
Sculati Wealth Management first reported a position in Charter Communications in Q4 2019 and held it in 17 quarters.
Sculati Wealth Management's Charter Communications position peaked at $411K in Q3 2021.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Sculati Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.