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Steward Partners Investment Advisory’s ChargePoint CHPT Stock Holding History

Steward Partners Investment Advisory’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 		$899 Buy
185
+1
+0.5% +$6 ﹤0.01% 4198
2025
Q4 		$1.22K Sell
184
-15
-8% -$142 ﹤0.01% 4058
2025
Q3 		$2.17K Sell
199
-2
-1% -$23 ﹤0.01% 3899
2025
Q2 		$2.83K Hold
201
– – ﹤0.01% 3659
2025
Q1 		$2.43K Sell
201
-190
-49% -$3.17K ﹤0.01% 3602
2024
Q4 		$8.37K Sell
391
-95
-20% -$2.35K ﹤0.01% 3170
2024
Q3 		$13.3K Sell
486
-76
-14% -$2.64K ﹤0.01% 2837
2024
Q2 		$17K Buy
562
+85
+18% +$2.77K ﹤0.01% 2594
2024
Q1 		$18.1K Sell
477
-146
-23% -$5.73K ﹤0.01% 2558
2023
Q4 		$29.2K Sell
623
-141
-18% -$7.89K ﹤0.01% 2215
2023
Q3 		$75.9K Sell
764
-110
-13% -$16K ﹤0.01% 1710
2023
Q2 		$154K Buy
874
+45
+5% +$7.89K ﹤0.01% 1389
2023
Q1 		$174K Buy
829
+6
+0.7% +$1.31K ﹤0.01% 1355
2022
Q4 		$157K Buy
823
+184
+29% +$44.7K ﹤0.01% 1350
2022
Q3 		$189K Buy
639
+262
+69% +$79.5K ﹤0.01% 1224
2022
Q2 		$103K Buy
377
+53
+16% +$14.7K ﹤0.01% 1472
2022
Q1 		$129K Sell
324
-10
-3% -$3.08K ﹤0.01% 1496
2021
Q4 		$127K Buy
334
+55
+20% +$24.4K ﹤0.01% 1487
2021
Q3 		$112K Buy
279
+256
+1,113% +$119K ﹤0.01% 1501
2021
Q2 		$16K Sell
23
-64
-74% -$33.9K ﹤0.01% 5387
2021
Q1 		$46.4K Buy
87
+49
+129% +$33.1K ﹤0.01% 2025
2020
Q4 		$30K Buy
+38
New +$19.1K ﹤0.01% 1898

Other funds holding CHPT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's CHPT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its ChargePoint (CHPT) stake by 0.54% in Q1 2026, buying an estimated $6 and bringing the position to 185 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #4198.

Steward Partners Investment Advisory first reported a position in CHPT in Q4 2020 and has held it in 22 quarters since. The position peaked at $189K in Q3 2022. 147 funds tracked by Wall St. Rank hold CHPT as of Q1 2026.

  • Steward Partners Investment Advisory held 185 shares of ChargePoint worth $899 as of Q1 2026.
  • Steward Partners Investment Advisory bought 1 ChargePoint share in Q1 2026, an estimated $6.
  • ChargePoint made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4198 holding.
  • Steward Partners Investment Advisory first reported a position in ChargePoint in Q4 2020 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's ChargePoint position peaked at $189K in Q3 2022.
  • 147 funds tracked by Wall St. Rank held ChargePoint as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.