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

Bernard 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
Q2 		$34.4K Sell
262
-147
-36% -$19.1K 0.01% 161
2026
Q1 		$58.4K Hold
409
– – 0.02% 121
2025
Q4 		$75.9K Hold
409
– – 0.03% 109
2025
Q3 		$84.6K Hold
409
– – 0.04% 104
2025
Q2 		$90.5K Hold
409
– – 0.04% 95
2025
Q1 		$93.2K Hold
409
– – 0.05% 86
2024
Q4 		$76.4K Buy
+409
New +$77K 0.04% 100

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bernard Wealth Management's CHKP Position: Q2 2026 in Review

Bernard Wealth Management reduced its Check Point Software Technologies (CHKP) stake by 36% in Q2 2026, selling an estimated $19.1K and leaving 262 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #161.

Bernard Wealth Management first reported a position in CHKP in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.2K in Q1 2025. 641 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • Bernard Wealth Management held 262 shares of Check Point Software Technologies worth $34.4K as of Q2 2026.
  • Bernard Wealth Management sold 147 Check Point Software Technologies shares in Q2 2026, an estimated $19.1K.
  • Check Point Software Technologies made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Bernard Wealth Management first reported a position in Check Point Software Technologies in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Check Point Software Technologies position peaked at $93.2K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.