Envestnet Asset Management
CHPT icon

Envestnet Asset Management’s ChargePoint CHPT Stock Holding History

Envestnet Asset 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
2025
Q3 		– Sell
-1,836
Closed -$25.8K – 4532
2025
Q2 		$25.8K Sell
1,836
-125
-6% -$1.68K ﹤0.01% 4407
2025
Q1 		$23.7K Buy
1,961
+176
+10% +$2.93K ﹤0.01% 4324
2024
Q4 		$38.2K Sell
1,785
-2,212
-55% -$54.7K ﹤0.01% 4271
2024
Q3 		$110K Buy
3,997
+93
+2% +$3.23K ﹤0.01% 4127
2024
Q2 		$118K Sell
3,904
-3,382
-46% -$110K ﹤0.01% 4035
2024
Q1 		$277K Buy
7,286
+2,445
+51% +$95.9K ﹤0.01% 3766
2023
Q4 		$227K Buy
4,841
+388
+9% +$21.7K ﹤0.01% 3767
2023
Q3 		$443K Buy
4,453
+1,416
+47% +$205K ﹤0.01% 3317
2023
Q2 		$534K Buy
3,037
+1,599
+111% +$280K ﹤0.01% 3166
2023
Q1 		$301K Sell
1,438
-5,583
-80% -$1.22M ﹤0.01% 3440
2022
Q4 		$1.34M Buy
7,021
+2,963
+73% +$720K ﹤0.01% 2435
2022
Q3 		$1.2M Buy
4,058
+281
+7% +$85.3K ﹤0.01% 2409
2022
Q2 		$1.03M Buy
3,777
+1,747
+86% +$484K ﹤0.01% 2563
2022
Q1 		$807K Buy
2,030
+1,309
+182% +$404K ﹤0.01% 2809
2021
Q4 		$275K Buy
+721
New +$320K ﹤0.01% 3472

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management's CHPT Position: Q3 2025 in Review

Envestnet Asset Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,836 shares — an estimated $25.8K sold.

Envestnet Asset Management first reported a position in CHPT in Q4 2021 and held it in 15 quarters. The position peaked at $1.34M in Q4 2022. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Envestnet Asset Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 1,836 ChargePoint shares in Q3 2025, an estimated $25.8K.
  • Envestnet Asset Management first reported a position in ChargePoint in Q4 2021 and held it in 15 quarters.
  • Envestnet Asset Management's ChargePoint position peaked at $1.34M in Q4 2022.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.