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SHP Wealth Management’s ChargePoint CHPT Stock Holding History

SHP Wealth Management’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 		$59 Hold
10
– – ﹤0.01% 1954
2026
Q1 		$48 Hold
10
– – ﹤0.01% 1794
2025
Q4 		$66 Buy
+10
New +$95 ﹤0.01% 1516

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 $3.38T AUM 44.17% 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

SHP Wealth Management's CHPT Position: Q2 2026 in Review

SHP Wealth Management held its ChargePoint (CHPT) position steady in Q2 2026 at 10 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

SHP Wealth Management first reported a position in CHPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $66 in Q4 2025. 162 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • SHP Wealth Management held 10 shares of ChargePoint worth $59 as of Q2 2026.
  • SHP Wealth Management left its ChargePoint share count unchanged in Q2 2026.
  • ChargePoint made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1954 holding.
  • SHP Wealth Management first reported a position in ChargePoint in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's ChargePoint position peaked at $66 in Q4 2025.
  • 162 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.