Advisory Services Network’s ChargePoint CHPT Stock Holding History

Advisory Services Network’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,490	Closed	-$7.24K	–	2595
2026 Q1	$7.24K	Buy	+1,490	New	+$9.08K	﹤0.01%	3706
2025 Q4	–	Sell	-1,603	Closed	-$17.5K	–	2239
2025 Q3	$17.5K	Buy	+1,603	New	+$18.3K	﹤0.01%	3013
2025 Q2	–	Sell	-1,724	Closed	-$20.9K	–	1756
2025 Q1	$20.9K	Buy	1,724 +558	+48%	+$9.3K	﹤0.01%	1601
2024 Q4	$25K	Sell	1,166 -3,179	-73%	-$78.7K	﹤0.01%	1557
2024 Q3	$131K	Hold	4,345	–	–	﹤0.01%	1446
2024 Q2	$131K	Sell	4,345 -1,230	-22%	-$40K	﹤0.01%	1446
2024 Q1	$212K	Sell	5,575 -1,725	-24%	-$67.7K	﹤0.01%	1314
2023 Q4	$342K	Buy	7,300 +6,726	+1,172%	+$376K	0.01%	1043
2023 Q3	$57.1K	Buy	+574	New	+$83.3K	﹤0.01%	1436
2023 Q2	–	Sell	-1,928	Closed	-$404K	–	1832
2023 Q1	$404K	Buy	1,928 +1,572	+442%	+$342K	0.01%	1011
2022 Q4	$67.8K	Buy	+356	New	+$86.5K	﹤0.01%	1818
2021 Q3	–	Sell	-150	Closed	-$104K	–	1713
2021 Q2	$104K	Buy	+150	New	+$79.4K	﹤0.01%	1588
2021 Q1	–	Sell	-38	Closed	-$30K	–	1560
2020 Q4	$30K	Buy	+38	New	+$19.1K	﹤0.01%	1929

Other funds holding CHPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Advisory Services Network's CHPT Position: Q2 2026 in Review

Advisory Services Network sold out of ChargePoint (CHPT) in Q2 2026, closing a stake of 1,490 shares — an estimated $7.24K sold.

Advisory Services Network first reported a position in CHPT in Q4 2020 and held it in 13 quarters. The position peaked at $404K in Q1 2023. 162 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Advisory Services Network reported no remaining ChargePoint position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,490 ChargePoint shares in Q2 2026, an estimated $7.24K.
Advisory Services Network first reported a position in ChargePoint in Q4 2020 and held it in 13 quarters.
Advisory Services Network's ChargePoint position peaked at $404K in Q1 2023.
162 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.