NWS
CHPT icon

Nvest Wealth Strategies’s ChargePoint CHPT Stock Holding History

Nvest Wealth Strategies’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 		$77 Hold
13
– – ﹤0.01% 347
2026
Q1 		$64 Hold
13
– – ﹤0.01% 389
2025
Q4 		$87 Buy
+13
New +$123 ﹤0.01% 209

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
QC
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
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM

Nvest Wealth Strategies's CHPT Position: Q2 2026 in Review

Nvest Wealth Strategies held its ChargePoint (CHPT) position steady in Q2 2026 at 13 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Nvest Wealth Strategies first reported a position in CHPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $87 in Q4 2025. 69 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Nvest Wealth Strategies held 13 shares of ChargePoint worth $77 as of Q2 2026.
  • Nvest Wealth Strategies left its ChargePoint share count unchanged in Q2 2026.
  • ChargePoint made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #347 holding.
  • Nvest Wealth Strategies first reported a position in ChargePoint in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's ChargePoint position peaked at $87 in Q4 2025.
  • 69 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.