Loring Wolcott & Coolidge Fiduciary Advisors’s ChargePoint CHPT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$266	Hold	45	–	–	﹤0.01%	561
2026 Q1	$229	Hold	45	–	–	﹤0.01%	557
2025 Q4	$292	Hold	45	–	–	﹤0.01%	530
2025 Q3	$490	Hold	45	–	–	﹤0.01%	523
2025 Q2	$637	Hold	45	–	–	﹤0.01%	513
2025 Q1	$555	Hold	45	–	–	﹤0.01%	544
2024 Q4	$870	Hold	45	–	–	﹤0.01%	532
2024 Q3	$1.18K	Hold	45	–	–	﹤0.01%	553
2024 Q2	$2.15K	Hold	45	–	–	﹤0.01%	535
2024 Q1	$1.23K	Hold	45	–	–	﹤0.01%	551
2023 Q4	$1.72K	Hold	45	–	–	﹤0.01%	538
2023 Q3	$2.62K	Hold	45	–	–	﹤0.01%	579
2023 Q2	$7.96K	Hold	45	–	–	﹤0.01%	554
2023 Q1	$9.47K	Buy	45 +20	+80%	+$4.36K	﹤0.01%	518
2022 Q4	$4.81K	Buy	25 +15	+150%	+$3.65K	﹤0.01%	534
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	568
2022 Q2	$3K	Buy	10 +5	+100%	+$1.39K	﹤0.01%	592
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	613
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	691
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	701
2021 Q2	$3K	Buy	+5	New	+$2.65K	﹤0.01%	784

Other funds holding CHPT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

SWCM

Sullivan Wood Capital Management Washington, District of Columbia $73M AUM 37.63% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

nVerses Capital Wellington, Florida $65M AUM

Loring Wolcott & Coolidge Fiduciary Advisors's CHPT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its ChargePoint (CHPT) position steady in Q2 2026 at 45 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CHPT in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.47K in Q1 2023. 69 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 45 shares of ChargePoint worth $266 as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its ChargePoint share count unchanged in Q2 2026.
ChargePoint made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #561 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ChargePoint in Q2 2021 and has held it in 21 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's ChargePoint position peaked at $9.47K in Q1 2023.
69 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.