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Clearstead Advisors’s ChargePoint CHPT Stock Holding History

Clearstead Advisors’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 		$148 Hold
25
– – ﹤0.01% 3275
2026
Q1 		$122 Hold
25
– – ﹤0.01% 2196
2025
Q4 		$166 Hold
25
– – ﹤0.01% 2447
2025
Q3 		$273 Hold
25
– – ﹤0.01% 2822
2025
Q2 		$352 Hold
25
– – ﹤0.01% 2524
2025
Q1 		$303 Hold
25
– – ﹤0.01% 2109
2024
Q4 		$535 Hold
25
– – ﹤0.01% 1977
2024
Q3 		$685 Sell
25
-103
-80% -$3.58K ﹤0.01% 1940
2024
Q2 		$3.87K Sell
128
-133
-51% -$4.33K ﹤0.01% 1726
2024
Q1 		$8.96K Hold
261
– – ﹤0.01% 1071
2023
Q4 		$12.2K Sell
261
-25
-9% -$1.4K ﹤0.01% 1026
2023
Q3 		$28.4K Hold
286
– – ﹤0.01% 832
2023
Q2 		$50.2K Sell
286
-1
-0.3% -$175 ﹤0.01% 729
2023
Q1 		$60K Buy
287
+133
+86% +$29K ﹤0.01% 622
2022
Q4 		$29.4K Sell
154
-82
-35% -$19.9K ﹤0.01% 728
2022
Q3 		$70K Buy
236
+16
+7% +$4.86K 0.01% 542
2022
Q2 		$60K Buy
220
+90
+69% +$24.9K ﹤0.01% 583
2022
Q1 		$52K Buy
130
+82
+171% +$25.3K ﹤0.01% 672
2021
Q4 		$18K Hold
48
– – ﹤0.01% 844
2021
Q3 		$19K Buy
48
+38
+380% +$17.7K ﹤0.01% 827
2021
Q2 		$7K Hold
10
– – ﹤0.01% 834
2021
Q1 		$5K Buy
+10
New +$6.75K ﹤0.01% 863

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

Clearstead Advisors's CHPT Position: Q2 2026 in Review

Clearstead Advisors held its ChargePoint (CHPT) position steady in Q2 2026 at 25 shares worth $148. The position accounts for ﹤0.01% of the portfolio, ranked #3275.

Clearstead Advisors first reported a position in CHPT in Q1 2021 and has held it in 22 quarters since. The position peaked at $70K in Q3 2022. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Clearstead Advisors held 25 shares of ChargePoint worth $148 as of Q2 2026.
  • Clearstead Advisors left its ChargePoint share count unchanged in Q2 2026.
  • ChargePoint made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3275 holding.
  • Clearstead Advisors first reported a position in ChargePoint in Q1 2021 and has held it in 22 quarters since.
  • Clearstead Advisors's ChargePoint position peaked at $70K in Q3 2022.
  • 161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.