Capital Analysts LLC’s ChargePoint CHPT Stock Holding History

Capital Analysts LLC’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	$4K	Hold	585	–	–	﹤0.01%	1412
2026 Q1	$3K	Hold	585	–	–	﹤0.01%	1411
2025 Q4	$4K	Hold	585	–	–	﹤0.01%	1355
2025 Q3	$7K	Buy	585 +262	+81%	+$3K	﹤0.01%	1255
2025 Q2	$5K	Sell	323 -16	-5%	-$214	﹤0.01%	1242
2025 Q1	$4K	Sell	339 -10	-3%	-$167	﹤0.01%	1245
2024 Q4	$7K	Sell	349 -18	-5%	-$446	﹤0.01%	1117
2024 Q3	$10K	Hold	367	–	–	﹤0.01%	1026
2024 Q2	$11K	Hold	367	–	–	﹤0.01%	943
2024 Q1	$14K	Buy	367 +10	+3%	+$392	﹤0.01%	876
2023 Q4	$17K	Buy	357 +23	+7%	+$1.29K	﹤0.01%	831
2023 Q3	$33K	Buy	334 +84	+34%	+$12.2K	﹤0.01%	694
2023 Q2	$44K	Hold	250	–	–	﹤0.01%	607
2023 Q1	$52K	Hold	250	–	–	﹤0.01%	588
2022 Q4	$48K	Sell	250 -1	-0.4%	-$243	﹤0.01%	627
2022 Q3	$74K	Buy	251 +1	+0.4%	+$303	0.01%	495
2022 Q2	$68K	Buy	+250	New	+$69.3K	﹤0.01%	495

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

Capital Analysts LLC's CHPT Position: Q2 2026 in Review

Capital Analysts LLC held its ChargePoint (CHPT) position steady in Q2 2026 at 585 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Capital Analysts LLC first reported a position in CHPT in Q2 2022 and has held it in 17 quarters since. The position peaked at $74K in Q3 2022. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Capital Analysts LLC held 585 shares of ChargePoint worth $4K as of Q2 2026.
Capital Analysts LLC left its ChargePoint share count unchanged in Q2 2026.
ChargePoint made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1412 holding.
Capital Analysts LLC first reported a position in ChargePoint in Q2 2022 and has held it in 17 quarters since.
Capital Analysts LLC's ChargePoint position peaked at $74K in Q3 2022.
161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.