Rothschild Investment LLC’s ChargePoint CHPT Stock Holding History

Rothschild Investment LLC’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	$29.6K	Hold	5,000	–	–	﹤0.01%	1415
2026 Q1	$24.3K	Hold	5,000	–	–	﹤0.01%	1337
2025 Q4	$33.2K	Buy	5,000 +3,500	+233%	+$33.1K	﹤0.01%	1149
2025 Q3	$16.4K	Buy	+1,500	New	+$17.2K	﹤0.01%	1290
2025 Q2	–	Sell	-86	Closed	-$1.03K	–	3053
2025 Q1	$1.03K	Sell	86 -2	-2%	-$33	﹤0.01%	2321
2024 Q4	$1.87K	Sell	88 -147	-63%	-$3.64K	﹤0.01%	1841
2024 Q3	$6.44K	Sell	235 -60	-20%	-$2.09K	﹤0.01%	1219
2024 Q2	$8.9K	Sell	295 -190	-39%	-$6.19K	﹤0.01%	1123
2024 Q1	$18.4K	Hold	485	–	–	﹤0.01%	939
2023 Q4	$22.7K	Sell	485 -175	-27%	-$9.79K	﹤0.01%	825
2023 Q3	$66K	Hold	660	–	–	0.01%	467
2023 Q2	$116K	Sell	660 -345	-34%	-$60.5K	0.01%	471
2023 Q1	$210K	Hold	1,005	–	–	0.02%	439
2022 Q4	$192K	Hold	1,005	–	–	0.02%	442
2022 Q3	$297K	Hold	1,005	–	–	0.03%	362
2022 Q2	$275K	Hold	1,005	–	–	0.03%	382
2022 Q1	$400K	Hold	1,005	–	–	0.03%	353
2021 Q4	$383K	Buy	1,005 +235	+31%	+$104K	0.03%	366
2021 Q3	$308K	Buy	+770	New	+$358K	0.03%	381

Other funds holding CHPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 New York $28B AUM 44.22% 1-Year Est. Return

nVerses Capital Wellington, Florida $65M AUM

Rothschild Investment LLC's CHPT Position: Q2 2026 in Review

Rothschild Investment LLC held its ChargePoint (CHPT) position steady in Q2 2026 at 5,000 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Rothschild Investment LLC first reported a position in CHPT in Q3 2021 and has held it in 19 quarters since. The position peaked at $400K in Q1 2022. 69 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Rothschild Investment LLC held 5,000 shares of ChargePoint worth $29.6K as of Q2 2026.
Rothschild Investment LLC left its ChargePoint share count unchanged in Q2 2026.
ChargePoint made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1415 holding.
Rothschild Investment LLC first reported a position in ChargePoint in Q3 2021 and has held it in 19 quarters since.
Rothschild Investment LLC's ChargePoint position peaked at $400K in Q1 2022.
69 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.