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
2021 Q2	–	Sell	-10	Closed	-$547K	–	723
2021 Q1	$547K	Buy	+10	New	+$6.75K	0.06%	299

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 $3.38T AUM 44.17% 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

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. 162 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.
162 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.