LPL Financial
CHPT icon

LPL Financial’s ChargePoint CHPT Stock Holding History

LPL Financial’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
Q4 		– Sell
-11,355
Closed -$124K – 5904
2025
Q3 		$124K Buy
11,355
+1,717
+18% +$19.7K ﹤0.01% 5462
2025
Q2 		$136K Buy
9,638
+37
+0.4% +$496 ﹤0.01% 5198
2025
Q1 		$116K Sell
9,601
-742
-7% -$12.4K ﹤0.01% 5005
2024
Q4 		$221K Sell
10,343
-3,374
-25% -$83.5K ﹤0.01% 4750
2024
Q3 		$376K Buy
13,717
+2,438
+22% +$84.8K ﹤0.01% 4250
2024
Q2 		$341K Sell
11,279
-1,858
-14% -$60.5K ﹤0.01% 4172
2024
Q1 		$499K Sell
13,137
-838
-6% -$32.9K ﹤0.01% 3779
2023
Q4 		$654K Sell
13,975
-2,418
-15% -$135K ﹤0.01% 3431
2023
Q3 		$1.63M Sell
16,393
-4,471
-21% -$649K ﹤0.01% 2477
2023
Q2 		$3.67M Buy
20,864
+4,649
+29% +$815K ﹤0.01% 1769
2023
Q1 		$3.4M Buy
16,215
+4,124
+34% +$898K ﹤0.01% 1758
2022
Q4 		$2.3M Buy
12,091
+357
+3% +$86.8K ﹤0.01% 1967
2022
Q3 		$3.46M Buy
11,734
+2,623
+29% +$796K ﹤0.01% 1622
2022
Q2 		$2.49M Buy
9,111
+355
+4% +$98.4K ﹤0.01% 1864
2022
Q1 		$3.48M Buy
8,756
+1,926
+28% +$594K ﹤0.01% 1657
2021
Q4 		$2.6M Buy
6,830
+2,150
+46% +$953K ﹤0.01% 1897
2021
Q3 		$1.87M Buy
4,680
+3,138
+204% +$1.46M ﹤0.01% 2100
2021
Q2 		$1.07M Buy
1,542
+949
+160% +$502K ﹤0.01% 2505
2021
Q1 		$317K Buy
593
+192
+48% +$130K ﹤0.01% 3428
2020
Q4 		$322K Buy
+401
New +$202K ﹤0.01% 3145

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return