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Mutual Advisors’s ChargePoint CHPT Stock Holding History

Mutual 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
Q2 		– Sell
-962
Closed -$12.8K – 1178
2025
Q1 		$12.8K Sell
962
-695
-42% -$11.6K ﹤0.01% 1077
2024
Q4 		$36.4K Sell
1,657
-34
-2% -$842 ﹤0.01% 1065
2024
Q3 		$44K Sell
1,691
-33
-2% -$1.15K ﹤0.01% 1078
2024
Q2 		$72.1K Sell
1,724
-22
-1% -$716 ﹤0.01% 1064
2024
Q1 		$66.3K Sell
1,746
-197
-10% -$7.73K ﹤0.01% 1065
2023
Q4 		$90.9K Sell
1,943
-253
-12% -$14.2K ﹤0.01% 985
2023
Q3 		$218K Buy
2,196
+185
+9% +$26.8K 0.01% 889
2023
Q2 		$353K Sell
2,011
-17
-0.8% -$2.98K 0.01% 750
2023
Q1 		$425K Buy
2,028
+584
+40% +$127K 0.02% 673
2022
Q4 		$275K Buy
+1,444
New +$351K 0.01% 765

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SummitTX Capital
SummitTX Capital Fort Worth, Texas $3.89B AUM 55.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mutual Advisors's CHPT Position: Q2 2025 in Review

Mutual Advisors sold out of ChargePoint (CHPT) in Q2 2025, closing a stake of 962 shares — an estimated $12.8K sold.

Mutual Advisors first reported a position in CHPT in Q4 2022 and held it in 10 quarters. The position peaked at $425K in Q1 2023. 246 funds tracked by Wall St. Rank hold CHPT as of Q2 2025.

  • Mutual Advisors reported no remaining ChargePoint position as of Q2 2025 after selling out during the quarter.
  • Mutual Advisors sold 962 ChargePoint shares in Q2 2025, an estimated $12.8K.
  • Mutual Advisors first reported a position in ChargePoint in Q4 2022 and held it in 10 quarters.
  • Mutual Advisors's ChargePoint position peaked at $425K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held ChargePoint as of Q2 2025.

Based on Mutual Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.