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Legacy Investment Solutions’s ChargePoint CHPT Stock Holding History

Legacy Investment Solutions’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
Q2 		$9 Buy
+1
New +$13 ﹤0.01% 745
2024
Q4 		$10 Hold
1
– – ﹤0.01% 751
2024
Q3 		$14 Buy
+1
New +$35 ﹤0.01% 701

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Investment Solutions's CHPT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in ChargePoint (CHPT) in Q2 2025: 1 share worth $9. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CHPT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CHPT in Q3 2024 and has held it in 3 quarters since. The position peaked at $14 in Q3 2024. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

  • Legacy Investment Solutions held 1 share of ChargePoint worth $9 as of Q2 2025.
  • ChargePoint was a new Legacy Investment Solutions position in Q2 2025.
  • ChargePoint made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #745 holding.
  • Legacy Investment Solutions first reported a position in ChargePoint in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's ChargePoint position peaked at $14 in Q3 2024.
  • 246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.