Tortoise Investment Management’s Charter Communications CHTR Stock Holding History

Tortoise Investment 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	-2	Closed	-$550	–	450
2025 Q3	$550	Sell	2 -5	-71%	-$1.51K	﹤0.01%	1156
2025 Q2	$2.86K	Buy	+7	New	+$2.68K	﹤0.01%	727
2020 Q2	–	Sell	-6	Closed	-$3K	–	516
2020 Q1	$3K	Hold	6	–	–	﹤0.01%	457
2019 Q4	$3K	Hold	6	–	–	﹤0.01%	507
2019 Q3	$2K	Hold	6	–	–	﹤0.01%	527
2019 Q2	$2K	Hold	6	–	–	﹤0.01%	555
2019 Q1	$2K	Buy	+6	New	+$1.98K	﹤0.01%	544

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

Tortoise Investment Management's CHTR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 2 shares — an estimated $550 sold.

Tortoise Investment Management first reported a position in CHTR in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Tortoise Investment Management reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 Charter Communications shares in Q4 2025, an estimated $550.
Tortoise Investment Management first reported a position in Charter Communications in Q1 2019 and held it in 7 quarters.
Tortoise Investment Management's Charter Communications position peaked at $3K in Q1 2020.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.