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 $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's CHPT Position: Q4 2025 in Review

LPL Financial sold out of ChargePoint (CHPT) in Q4 2025, closing a stake of 11,355 shares — an estimated $124K sold.

LPL Financial first reported a position in CHPT in Q4 2020 and held it in 20 quarters. The position peaked at $3.67M in Q2 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q4 2025.

  • LPL Financial reported no remaining ChargePoint position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 11,355 ChargePoint shares in Q4 2025, an estimated $124K.
  • LPL Financial first reported a position in ChargePoint in Q4 2020 and held it in 20 quarters.
  • LPL Financial's ChargePoint position peaked at $3.67M in Q2 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.