Raymond James Financial
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Raymond James Financial’s ChargePoint CHPT Stock Holding History

Raymond James Financial’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
Q4 		– Sell
-11,233
Closed -$123K – 5188
2025
Q3 		$123K Sell
11,233
-1,937
-15% -$22.2K ﹤0.01% 4718
2025
Q2 		$185K Sell
13,170
-1,798
-12% -$24.1K ﹤0.01% 4554
2025
Q1 		$181K Sell
14,968
-1,586
-10% -$26.4K ﹤0.01% 4446
2024
Q4 		$354K Buy
+16,554
New +$410K ﹤0.01% 4095

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's CHPT Position: Q4 2025 in Review

Raymond James Financial sold out of ChargePoint (CHPT) in Q4 2025, closing a stake of 11,233 shares — an estimated $123K sold.

Raymond James Financial first reported a position in CHPT in Q4 2024 and held it in 4 quarters. The position peaked at $354K in Q4 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q4 2025.

  • Raymond James Financial reported no remaining ChargePoint position as of Q4 2025 after selling out during the quarter.
  • Raymond James Financial sold 11,233 ChargePoint shares in Q4 2025, an estimated $123K.
  • Raymond James Financial first reported a position in ChargePoint in Q4 2024 and held it in 4 quarters.
  • Raymond James Financial's ChargePoint position peaked at $354K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q4 2025.

Based on Raymond James Financial's 13F filing for Q4 2025, filed 18 Feb 2026.