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Summit Securities Group’s ChargePoint CHPT Stock Holding History

Summit Securities Group’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
-131
Closed -$637 – 1182
2026
Q1 		$637 Buy
+131
New +$798 ﹤0.01% 999
2021
Q2 		– Sell
-675
Closed -$357K – 722
2021
Q1 		$360K Buy
+675
New +$456K 0.04% 405

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

Summit Securities Group's CHPT Position: Q2 2026 in Review

Summit Securities Group sold out of ChargePoint (CHPT) in Q2 2026, closing a stake of 131 shares — an estimated $637 sold.

Summit Securities Group first reported a position in CHPT in Q1 2021 and held it in 2 quarters. The position peaked at $360K in Q1 2021. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • Summit Securities Group reported no remaining ChargePoint position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 131 ChargePoint shares in Q2 2026, an estimated $637.
  • Summit Securities Group first reported a position in ChargePoint in Q1 2021 and held it in 2 quarters.
  • Summit Securities Group's ChargePoint position peaked at $360K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.