Herold Advisors’s ChargePoint CHPT Stock Holding History

Herold 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
2025 Q3	–	Sell	-650	Closed	-$9.14K	–	263
2025 Q2	$9.14K	Hold	650	–	–	﹤0.01%	311
2025 Q1	$7.87K	Hold	650	–	–	﹤0.01%	282
2024 Q4	$13.9K	Hold	650	–	–	﹤0.01%	275
2024 Q3	$17.8K	Hold	650	–	–	﹤0.01%	272
2024 Q2	$19.6K	Hold	650	–	–	﹤0.01%	263
2024 Q1	$24.7K	Hold	650	–	–	0.01%	265
2023 Q4	$30.4K	Hold	650	–	–	0.01%	243
2023 Q3	$64.6K	Hold	650	–	–	0.02%	245
2023 Q2	$114K	Buy	+650	New	+$114K	0.04%	235

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

Herold Advisors's CHPT Position: Q3 2025 in Review

Herold Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 650 shares — an estimated $9.14K sold.

Herold Advisors first reported a position in CHPT in Q2 2023 and held it in 9 quarters. The position peaked at $114K in Q2 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

Herold Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
Herold Advisors sold 650 ChargePoint shares in Q3 2025, an estimated $9.14K.
Herold Advisors first reported a position in ChargePoint in Q2 2023 and held it in 9 quarters.
Herold Advisors's ChargePoint position peaked at $114K in Q2 2023.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.