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Planning Strategies’s ChargePoint CHPT Stock Holding History

Planning 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 		$12 Buy
+2
New +$13 ﹤0.01% 1066

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Planning Strategies's CHPT Position: Q2 2026 in Review

Planning Strategies opened a new position in ChargePoint (CHPT) in Q2 2026: 2 shares worth $12. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

153 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Planning Strategies held 2 shares of ChargePoint worth $12 as of Q2 2026.
  • ChargePoint was a new Planning Strategies position in Q2 2026.
  • ChargePoint made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1066 holding.
  • 153 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.