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Cassaday & Co Wealth Management’s ChargePoint CHPT Stock Holding History

Cassaday & Co Wealth Management’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 		$231 Sell
39
-4
-9% -$26 ﹤0.01% 1206
2026
Q1 		$209 Buy
+43
New +$262 ﹤0.01% 1264

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cassaday & Co Wealth Management's CHPT Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its ChargePoint (CHPT) stake by 9.3% in Q2 2026, selling an estimated $26 and leaving 39 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Cassaday & Co Wealth Management first reported a position in CHPT in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Cassaday & Co Wealth Management held 39 shares of ChargePoint worth $231 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 4 ChargePoint shares in Q2 2026, an estimated $26.
  • ChargePoint made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1206 holding.
  • Cassaday & Co Wealth Management first reported a position in ChargePoint in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.