UBS AM
CHPT icon

UBS AM’s ChargePoint CHPT Stock Holding History

UBS AM’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
2025
Q2 		– Sell
-42,486
Closed -$514K – 2631
2025
Q1 		$514K Buy
42,486
+4,269
+11% +$71.2K ﹤0.01% 2500
2024
Q4 		$818K Sell
38,217
-47,892
-56% -$1.19M ﹤0.01% 2446
2024
Q3 		$2.36M Buy
86,109
+4,462
+5% +$155K ﹤0.01% 1958
2024
Q2 		$2.47M Buy
81,647
+58,870
+258% +$1.92M ﹤0.01% 1882
2024
Q1 		$866K Hold
22,777
– – ﹤0.01% 2085
2023
Q4 		$1.07M Buy
22,777
+1,426
+7% +$79.8K ﹤0.01% 1989
2023
Q3 		$2.12M Buy
21,351
+3,575
+20% +$519K ﹤0.01% 1594
2023
Q2 		$3.72M Hold
17,776
– – ﹤0.01% 1365
2023
Q1 		$3.72M Sell
17,776
-1,193
-6% -$260K ﹤0.01% 1365
2022
Q4 		$3.62M Buy
18,969
+4,131
+28% +$1M ﹤0.01% 1280
2022
Q3 		$4.38M Sell
14,838
-1,968
-12% -$597K ﹤0.01% 1242
2022
Q2 		$4.6M Buy
16,806
+3,369
+25% +$934K ﹤0.01% 1238
2022
Q1 		$5.34M Buy
13,437
+845
+7% +$261K ﹤0.01% 1326
2021
Q4 		$4.8M Buy
12,592
+9,821
+354% +$4.35M ﹤0.01% 1428
2021
Q3 		$1.11M Hold
2,771
– – ﹤0.01% 2111
2021
Q2 		$1.93M Buy
+2,771
New +$1.47M ﹤0.01% 1865

Other funds holding CHPT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.13B AUM 41.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return