NewEdge Advisors’s ChargePoint CHPT Stock Holding History

NewEdge 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 Q1	$3.95K	Hold	813	–	–	﹤0.01%	3652
2025 Q4	$5.4K	Buy	813 +15	+2%	+$142	﹤0.01%	3656
2025 Q3	$8.72K	Sell	798 -1	-0.1%	-$11	﹤0.01%	3366
2025 Q2	$11.2K	Hold	799	–	–	﹤0.01%	3175
2025 Q1	$9.67K	Hold	799	–	–	﹤0.01%	3116
2024 Q4	$17.1K	Sell	799 -6	-0.7%	-$149	﹤0.01%	2851
2024 Q3	$22.1K	Sell	805 -2	-0.2%	-$70	﹤0.01%	2689
2024 Q2	$24.4K	Buy	807 +2	+0.2%	+$65	﹤0.01%	2571
2024 Q1	$30.6K	Sell	805 -64	-7%	-$2.51K	﹤0.01%	2472
2023 Q4	$40.7K	Buy	869 +225	+35%	+$12.6K	﹤0.01%	2292
2023 Q3	$64K	Sell	644 -170	-21%	-$24.7K	﹤0.01%	2013
2023 Q2	$143K	Buy	814 +96	+13%	+$16.8K	﹤0.01%	1741
2023 Q1	$150K	Sell	718 -140	-16%	-$30.5K	﹤0.01%	1633
2022 Q4	$25K	Buy	858 +206	+32%	+$50.1K	﹤0.01%	2043
2022 Q3	$192K	Buy	652 +32	+5%	+$9.71K	﹤0.01%	1365
2022 Q2	$170K	Sell	620 -66	-10%	-$18.3K	﹤0.01%	1415
2022 Q1	$273K	Buy	+686	New	+$212K	﹤0.01%	967

Other funds holding CHPT

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return