Wealthspire Advisors (New York)’s Charter Communications CHTR Stock Holding History

Wealthspire Advisors (New York)’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	-528	Closed	-$145K	–	1368
2025 Q3	$145K	Buy	+528	New	+$160K	﹤0.01%	897
2023 Q1	–	Sell	-2,043	Closed	-$693K	–	546
2022 Q4	$693K	Buy	2,043 +309	+18%	+$109K	0.01%	327
2022 Q3	$526K	Sell	1,734 -7	-0.4%	-$3K	0.01%	326
2022 Q2	$816K	Buy	+1,741	New	+$849K	0.02%	237
2022 Q1	–	Sell	-613	Closed	-$400K	–	452
2021 Q4	$400K	Sell	613 -1,452	-70%	-$989K	0.01%	359
2021 Q3	$1.5M	Buy	+2,065	New	+$1.57M	0.03%	198
2021 Q2	–	Sell	-2,086	Closed	-$1.29M	–	426
2021 Q1	$1.29M	Buy	2,086 +184	+10%	+$115K	0.03%	225
2020 Q4	$1.26M	Buy	1,902 +378	+25%	+$241K	0.04%	179
2020 Q3	$951K	Buy	1,524 +59	+4%	+$34.8K	0.06%	132
2020 Q2	$747K	Sell	1,465 -712	-33%	-$361K	0.05%	125
2020 Q1	$950K	Buy	2,177 +1,226	+129%	+$600K	0.04%	207
2019 Q4	$461K	Buy	951 +209	+28%	+$96.2K	0.03%	109
2019 Q3	$306K	Buy	+742	New	+$299K	0.03%	116
2019 Q1	–	Sell	-161	Closed	-$46K	–	180
2018 Q4	$46K	Buy	+161	New	+$50.5K	﹤0.01%	198

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wealthspire Advisors (New York)'s CHTR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 528 shares — an estimated $145K sold.

Wealthspire Advisors (New York) first reported a position in CHTR in Q4 2018 and held it in 14 quarters. The position peaked at $1.5M in Q3 2021. 795 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 528 Charter Communications shares in Q4 2025, an estimated $145K.
Wealthspire Advisors (New York) first reported a position in Charter Communications in Q4 2018 and held it in 14 quarters.
Wealthspire Advisors (New York)'s Charter Communications position peaked at $1.5M in Q3 2021.
795 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.