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Valeo Financial Advisors’s Charter Communications CHTR Stock Holding History

Valeo Financial Advisors’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
-100
Closed -$40.9K – 842
2025
Q2 		$40.9K Buy
+100
New +$38.3K ﹤0.01% 753

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Valeo Financial Advisors's CHTR Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 829 shares — an estimated $228K sold.

Valeo Financial Advisors first reported a position in CHTR in Q3 2017 and held it in 32 quarters. The position peaked at $581K in Q3 2021. 794 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 829 Charter Communications shares in Q4 2025, an estimated $228K.
  • Valeo Financial Advisors first reported a position in Charter Communications in Q3 2017 and held it in 32 quarters.
  • Valeo Financial Advisors's Charter Communications position peaked at $581K in Q3 2021.
  • 794 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.