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Surience Private Wealth’s Charter Communications CHTR Stock Holding History

Surience Private Wealth’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
Q2 		– Sell
-4,263
Closed -$1.57M – 32
2025
Q1 		$1.57M Buy
+4,263
New +$1.52M 2.73% 12

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surience Private Wealth's CHTR Position: Q2 2025 in Review

Surience Private Wealth sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 4,263 shares — an estimated $1.57M sold.

Surience Private Wealth first reported a position in CHTR in Q1 2025 and held it in 1 quarter. The position peaked at $1.57M in Q1 2025. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

  • Surience Private Wealth reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
  • Surience Private Wealth sold 4,263 Charter Communications shares in Q2 2025, an estimated $1.57M.
  • Surience Private Wealth first reported a position in Charter Communications in Q1 2025 and held it in 1 quarter.
  • Surience Private Wealth's Charter Communications position peaked at $1.57M in Q1 2025.
  • 887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Surience Private Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.