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AE Wealth Management’s Check Point Software Technologies CHKP Stock Holding History

AE Wealth Management’s Portfolio CHKP Stock Details CHKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Sell
1,568
-68
-4% -$11.4K ﹤0.01% 1547
2025
Q4 		$304K Buy
1,636
+472
+41% +$91.3K ﹤0.01% 1304
2025
Q3 		$241K Sell
1,164
-28
-2% -$5.64K ﹤0.01% 1303
2025
Q2 		$264K Sell
1,192
-558
-32% -$123K ﹤0.01% 1167
2025
Q1 		$399K Buy
1,750
+82
+5% +$17.4K ﹤0.01% 988
2024
Q4 		$311K Buy
1,668
+26
+2% +$4.9K ﹤0.01% 1084
2024
Q3 		$317K Sell
1,642
-340
-17% -$62.3K ﹤0.01% 1005
2024
Q2 		$327K Buy
+1,982
New +$309K ﹤0.01% 1002
2024
Q1 		– Sell
-7,798
Closed -$1.24M – 1289
2023
Q4 		$1.24M Buy
7,798
+1,031
+15% +$146K 0.01% 1075
2023
Q3 		$902K Buy
6,767
+1,022
+18% +$134K 0.01% 1134
2023
Q2 		$722K Buy
5,745
+495
+9% +$62.3K ﹤0.01% 1218
2023
Q1 		$683K Sell
5,250
-5
-0.1% -$636 ﹤0.01% 1207
2022
Q4 		$663K Buy
5,255
+251
+5% +$31.3K ﹤0.01% 1164
2022
Q3 		$561K Sell
5,004
-274
-5% -$33.1K ﹤0.01% 1196
2022
Q2 		$643K Buy
5,278
+9
+0.2% +$1.16K 0.01% 1074
2022
Q1 		$728K Sell
5,269
-33
-0.6% -$4.31K 0.01% 1052
2021
Q4 		$618K Buy
5,302
+306
+6% +$35.5K ﹤0.01% 1173
2021
Q3 		$565K Buy
4,996
+75
+2% +$9.13K ﹤0.01% 1129
2021
Q2 		$571K Sell
4,921
-30
-0.6% -$3.54K 0.01% 1097
2021
Q1 		$554K Buy
4,951
+653
+15% +$78.7K 0.01% 982
2020
Q4 		$571K Buy
4,298
+164
+4% +$20K 0.01% 911
2020
Q3 		$497K Sell
4,134
-5,149
-55% -$628K 0.01% 885
2020
Q2 		$997K Buy
9,283
+881
+10% +$93.3K 0.02% 623
2020
Q1 		$845K Sell
8,402
-3,488
-29% -$374K 0.02% 533
2019
Q4 		$1.32M Buy
11,890
+3,450
+41% +$388K 0.03% 469
2019
Q3 		$924K Sell
8,440
-898
-10% -$100K 0.03% 471
2019
Q2 		$1.08M Buy
9,338
+7,118
+321% +$840K 0.03% 392
2019
Q1 		$281K Buy
+2,220
New +$258K 0.02% 482

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AE Wealth Management's CHKP Position: Q1 2026 in Review

AE Wealth Management reduced its Check Point Software Technologies (CHKP) stake by 4.2% in Q1 2026, selling an estimated $11.4K and leaving 1,568 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

AE Wealth Management first reported a position in CHKP in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.32M in Q4 2019. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • AE Wealth Management held 1,568 shares of Check Point Software Technologies worth $224K as of Q1 2026.
  • AE Wealth Management sold 68 Check Point Software Technologies shares in Q1 2026, an estimated $11.4K.
  • Check Point Software Technologies made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1547 holding.
  • AE Wealth Management first reported a position in Check Point Software Technologies in Q1 2019 and has held it in 28 quarters since.
  • AE Wealth Management's Check Point Software Technologies position peaked at $1.32M in Q4 2019.
  • 699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.