Valley Wealth Managers’s Charter Communications CHTR Stock Holding History

Valley Wealth Managers’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	-7	Closed	-$2.58K	–	317
2025 Q1	$2.58K	Hold	7	–	–	﹤0.01%	314
2024 Q4	$2.4K	Hold	7	–	–	﹤0.01%	339
2024 Q3	$2.27K	Buy	+7	New	+$2.35K	﹤0.01%	346

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley Wealth Managers's CHTR Position: Q2 2025 in Review

Valley Wealth Managers sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 7 shares — an estimated $2.58K sold.

Valley Wealth Managers first reported a position in CHTR in Q3 2024 and held it in 3 quarters. The position peaked at $2.58K in Q1 2025. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

Valley Wealth Managers reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
Valley Wealth Managers sold 7 Charter Communications shares in Q2 2025, an estimated $2.58K.
Valley Wealth Managers first reported a position in Charter Communications in Q3 2024 and held it in 3 quarters.
Valley Wealth Managers's Charter Communications position peaked at $2.58K in Q1 2025.
887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.