Wright Investors Service’s Charter Communications CHTR Stock Holding History

Wright Investors Service’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	-2,408	Closed	-$984K	–	148
2025 Q2	$984K	Buy	2,408 +1,117	+87%	+$428K	0.3%	79
2025 Q1	$476K	Buy	+1,291	New	+$462K	0.16%	116
2023 Q4	–	Sell	-1,922	Closed	-$845K	–	145
2023 Q3	$845K	Buy	+1,922	New	+$799K	0.25%	96
2021 Q4	–	Sell	-1,612	Closed	-$1.17M	–	145
2021 Q3	$1.17M	Buy	+1,612	New	+$1.22M	0.33%	88
2020 Q3	–	Sell	-759	Closed	-$387K	–	152
2020 Q2	$387K	Buy	+759	New	+$385K	0.15%	124

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wright Investors Service's CHTR Position: Q3 2025 in Review

Wright Investors Service sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 2,408 shares — an estimated $984K sold.

Wright Investors Service first reported a position in CHTR in Q2 2020 and held it in 5 quarters. The position peaked at $1.17M in Q3 2021. 805 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

Wright Investors Service reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
Wright Investors Service sold 2,408 Charter Communications shares in Q3 2025, an estimated $984K.
Wright Investors Service first reported a position in Charter Communications in Q2 2020 and held it in 5 quarters.
Wright Investors Service's Charter Communications position peaked at $1.17M in Q3 2021.
805 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Wright Investors Service's 13F filing for Q3 2025, filed 28 Oct 2025.