Steward Partners Investment Advisory, LLC
Position in CHPT — ChargePoint Holdings, Inc.
CIK 1723397
STAMFORD, CT
Position in CHPT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$899
-$322 QoQ
Shares Held
185
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CHPT Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $26,019,880 across 17 Specialty Retail names. CHPT ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
127,709 | $8,198,917 | |
| 2 | CASY |
Caseys General Stores Inc
|
10,036 | $7,304,802 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
6,624 | $3,462,431 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
58,077 | $2,630,888 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
10,175 | $2,017,600 | |
| 6 | WSM |
Williams Sonoma Inc
|
5,069 | $924,230 | |
| 7 | RH |
Rh
|
3,729 | $521,388 | |
| 8 | MUSA |
Murphy USA Inc.
|
822 | $406,043 |
All Filings in CHPT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $899 | 185 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,221 | 184 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,173 | 199 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||