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Waypoint Wealth Counsel’s Charter Communications CHTR Stock Holding History

Waypoint Wealth Counsel’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
-1,049
Closed -$289K – 291
2025
Q3 		$289K Buy
+1,049
New +$317K 0.11% 177

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Waypoint Wealth Counsel's CHTR Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 1,049 shares — an estimated $289K sold.

Waypoint Wealth Counsel first reported a position in CHTR in Q3 2025 and held it in 1 quarter. The position peaked at $289K in Q3 2025. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

  • Waypoint Wealth Counsel reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,049 Charter Communications shares in Q4 2025, an estimated $289K.
  • Waypoint Wealth Counsel first reported a position in Charter Communications in Q3 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Charter Communications position peaked at $289K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.