Valley National Advisers’s ChargePoint CHPT Stock Holding History

Valley National Advisers’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	$60	Buy	+10	New	+$65	﹤0.01%	1038
2024 Q2	–	Sell	-35	Closed	-$1K	–	1190
2024 Q1	$1K	Buy	+35	New	+$1.37K	﹤0.01%	1048
2023 Q4	–	Sell	-10	Closed	-$1K	–	1204
2023 Q3	$1K	Sell	10 -3	-23%	-$435	﹤0.01%	896
2023 Q2	$3K	Hold	13	–	–	﹤0.01%	733
2023 Q1	$2K	Hold	13	–	–	﹤0.01%	757
2022 Q4	$2K	Hold	13	–	–	﹤0.01%	735
2022 Q3	$4K	Buy	13 +3	+30%	+$910	﹤0.01%	701
2022 Q2	$3K	Buy	+10	New	+$2.77K	﹤0.01%	709

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

Valley National Advisers's CHPT Position: Q2 2026 in Review

Valley National Advisers opened a new position in ChargePoint (CHPT) in Q2 2026: 10 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in CHPT as recently as Q1 2024.

Valley National Advisers first reported a position in CHPT in Q2 2022 and has held it in 8 quarters since. The position peaked at $4K in Q3 2022. 161 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

Valley National Advisers held 10 shares of ChargePoint worth $60 as of Q2 2026.
ChargePoint was a new Valley National Advisers position in Q2 2026.
ChargePoint made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1038 holding.
Valley National Advisers first reported a position in ChargePoint in Q2 2022 and has held it in 8 quarters since.
Valley National Advisers's ChargePoint position peaked at $4K in Q3 2022.
161 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.