VWA
CHTR icon

Valued Wealth Advisors’s Charter Communications CHTR Stock Holding History

Valued Wealth 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
-2
Closed -$818 – 632
2025
Q2 		$818 Hold
2
– – ﹤0.01% 469
2025
Q1 		$738 Hold
2
– – ﹤0.01% 514
2024
Q4 		$686 Hold
2
– – ﹤0.01% 522
2024
Q3 		$649 Buy
+2
New +$673 ﹤0.01% 513
2024
Q1 		– Sell
-4
Closed -$1.76K – 612
2023
Q4 		$1.76K Buy
+4
New +$1.63K ﹤0.01% 318

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valued Wealth Advisors's CHTR Position: Q3 2025 in Review

Valued Wealth Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 2 shares — an estimated $818 sold.

Valued Wealth Advisors first reported a position in CHTR in Q4 2023 and held it in 5 quarters. The position peaked at $1.76K in Q4 2023. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Valued Wealth Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 2 Charter Communications shares in Q3 2025, an estimated $818.
  • Valued Wealth Advisors first reported a position in Charter Communications in Q4 2023 and held it in 5 quarters.
  • Valued Wealth Advisors's Charter Communications position peaked at $1.76K in Q4 2023.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Valued Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.