Wellington Management Group
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Wellington Management Group’s Charter Communications CHTR Stock Holding History

Wellington Management Group’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
-480
Closed -$518K – 1948
2025
Q3 		$518K Buy
+480
New +$145K ﹤0.01% 1878

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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

Wellington Management Group's CHTR Position: Q4 2025 in Review

Wellington Management Group sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 40,712 shares — an estimated $11.2M sold.

Wellington Management Group first reported a position in CHTR in Q2 2013 and held it in 45 quarters. The position peaked at $1.51B in Q2 2021. 794 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

  • Wellington Management Group reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 40,712 Charter Communications shares in Q4 2025, an estimated $11.2M.
  • Wellington Management Group first reported a position in Charter Communications in Q2 2013 and held it in 45 quarters.
  • Wellington Management Group's Charter Communications position peaked at $1.51B in Q2 2021.
  • 794 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.