Strategic Wealth Partners’s ChargePoint CHPT Stock Holding History

Strategic Wealth Partners’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	–	Sell	-12	Closed	-$58	–	1481
2026 Q1	$58	Hold	12	–	–	﹤0.01%	1415
2025 Q4	$80	Buy	+12	New	+$113	﹤0.01%	1398

Other funds holding CHPT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Strategic Wealth Partners's CHPT Position: Q2 2026 in Review

Strategic Wealth Partners sold out of ChargePoint (CHPT) in Q2 2026, closing a stake of 12 shares — an estimated $58 sold.

Strategic Wealth Partners first reported a position in CHPT in Q4 2025 and held it in 2 quarters. The position peaked at $80 in Q4 2025. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Strategic Wealth Partners reported no remaining ChargePoint position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 12 ChargePoint shares in Q2 2026, an estimated $58.
Strategic Wealth Partners first reported a position in ChargePoint in Q4 2025 and held it in 2 quarters.
Strategic Wealth Partners's ChargePoint position peaked at $80 in Q4 2025.
161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.