Capital Advisors Inc’s Check Point Software Technologies CHKP Stock Holding History

Capital Advisors Inc’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
2025 Q3	–	Sell	-1,361	Closed	-$301K	–	346
2025 Q2	$301K	Buy	1,361 +4	+0.3%	+$880	0.01%	263
2025 Q1	$309K	Hold	1,357	–	–	0.01%	246
2024 Q4	$253K	Hold	1,357	–	–	0.01%	271
2024 Q3	$262K	Buy	+1,357	New	+$248K	0.01%	265
2018 Q2	–	Sell	-82,861	Closed	-$8.23M	–	178
2018 Q1	$8.23M	Buy	82,861 +1,880	+2%	+$194K	0.49%	66
2017 Q4	$8.39M	Sell	80,981 -292	-0.4%	-$31.7K	0.49%	69
2017 Q3	$9.27M	Sell	81,273 -976	-1%	-$107K	0.57%	65
2017 Q2	$8.97M	Buy	82,249 +4,572	+6%	+$494K	0.56%	60
2017 Q1	$7.97M	Buy	+77,677	New	+$7.61M	0.52%	65

Other funds holding CHKP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Capital Advisors Inc's CHKP Position: Q3 2025 in Review

Capital Advisors Inc sold out of Check Point Software Technologies (CHKP) in Q3 2025, closing a stake of 1,361 shares — an estimated $301K sold.

Capital Advisors Inc first reported a position in CHKP in Q1 2017 and held it in 9 quarters. The position peaked at $9.27M in Q3 2017. 758 funds tracked by Wall St. Rank hold CHKP as of Q3 2025.

Capital Advisors Inc reported no remaining Check Point Software Technologies position as of Q3 2025 after selling out during the quarter.
Capital Advisors Inc sold 1,361 Check Point Software Technologies shares in Q3 2025, an estimated $301K.
Capital Advisors Inc first reported a position in Check Point Software Technologies in Q1 2017 and held it in 9 quarters.
Capital Advisors Inc's Check Point Software Technologies position peaked at $9.27M in Q3 2017.
758 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2025.

Based on Capital Advisors Inc's 13F filing for Q3 2025, filed 21 Oct 2025.