Plante Moran Financial Advisors’s ChargePoint CHPT Stock Holding History

Plante Moran Financial 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	$277	Hold	57	–	–	﹤0.01%	693
2025 Q4	$378	Hold	57	–	–	﹤0.01%	769
2025 Q3	$622	Hold	57	–	–	﹤0.01%	721
2025 Q2	$803	Hold	57	–	–	﹤0.01%	707
2025 Q1	$691	Hold	57	–	–	﹤0.01%	737
2024 Q4	$1.22K	Hold	57	–	–	﹤0.01%	807
2024 Q3	$1.56K	Hold	57	–	–	﹤0.01%	765
2024 Q2	$1.72K	Hold	57	–	–	﹤0.01%	711
2024 Q1	$2.17K	Hold	57	–	–	﹤0.01%	762
2023 Q4	$2.67K	Hold	57	–	–	﹤0.01%	699
2023 Q3	$5.68K	Sell	57 -133	-70%	-$19.3K	﹤0.01%	589
2023 Q2	$33.4K	Hold	190	–	–	﹤0.01%	356
2023 Q1	$39.8K	Hold	190	–	–	0.01%	317
2022 Q4	$36.2K	Buy	190 +33	+21%	+$8.02K	0.01%	359
2022 Q3	$46K	Hold	157	–	–	0.01%	321
2022 Q2	$43K	Buy	157 +108	+220%	+$29.9K	0.01%	330
2022 Q1	$20K	Hold	49	–	–	﹤0.01%	494
2021 Q4	$19K	Hold	49	–	–	﹤0.01%	568
2021 Q3	$20K	Buy	49 +18	+58%	+$8.38K	﹤0.01%	563
2021 Q2	$21K	Buy	+31	New	+$16.4K	0.01%	546

Other funds holding CHPT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Plante Moran Financial Advisors's CHPT Position: Q1 2026 in Review

Plante Moran Financial Advisors held its ChargePoint (CHPT) position steady in Q1 2026 at 57 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Plante Moran Financial Advisors first reported a position in CHPT in Q2 2021 and has held it in 20 quarters since. The position peaked at $46K in Q3 2022. 147 funds tracked by Wall St. Rank hold CHPT as of Q1 2026.

Plante Moran Financial Advisors held 57 shares of ChargePoint worth $277 as of Q1 2026.
Plante Moran Financial Advisors left its ChargePoint share count unchanged in Q1 2026.
ChargePoint made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #693 holding.
Plante Moran Financial Advisors first reported a position in ChargePoint in Q2 2021 and has held it in 20 quarters since.
Plante Moran Financial Advisors's ChargePoint position peaked at $46K in Q3 2022.
147 funds tracked by Wall St. Rank held ChargePoint as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.