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Sullivan Wood Capital Management’s ChargePoint CHPT Stock Holding History

Sullivan Wood Capital 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 		$103K Sell
17,500
-2,000
-10% -$13.1K 0.14% 22
2026
Q1 		$94.8K Sell
19,500
-47,000
-71% -$286K 0.17% 20
2025
Q4 		$442K Buy
66,500
+34,000
+105% +$321K 0.67% 18
2025
Q3 		$355K Buy
+32,500
New +$372K 0.52% 17

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 $3.37T AUM 44.26% 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

Sullivan Wood Capital Management's CHPT Position: Q2 2026 in Review

Sullivan Wood Capital Management reduced its ChargePoint (CHPT) stake by 10% in Q2 2026, selling an estimated $13.1K and leaving 17,500 shares worth $103K. The position accounts for 0.14% of the portfolio, ranked #22.

Sullivan Wood Capital Management first reported a position in CHPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q4 2025. 162 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Sullivan Wood Capital Management held 17,500 shares of ChargePoint worth $103K as of Q2 2026.
  • Sullivan Wood Capital Management sold 2,000 ChargePoint shares in Q2 2026, an estimated $13.1K.
  • ChargePoint made up 0.14% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #22 holding.
  • Sullivan Wood Capital Management first reported a position in ChargePoint in Q3 2025 and has held it in 4 quarters since.
  • Sullivan Wood Capital Management's ChargePoint position peaked at $442K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.