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Carter Financial Group’s Check Point Software Technologies CHKP Stock Holding History

Carter Financial Group’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
-951
Closed -$210K – 120
2025
Q2 		$210K Buy
+951
New +$209K 0.14% 102

Other funds holding CHKP

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Carter Financial Group's CHKP Position: Q3 2025 in Review

Carter Financial Group sold out of Check Point Software Technologies (CHKP) in Q3 2025, closing a stake of 951 shares — an estimated $210K sold.

Carter Financial Group first reported a position in CHKP in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 758 funds tracked by Wall St. Rank hold CHKP as of Q3 2025.

  • Carter Financial Group reported no remaining Check Point Software Technologies position as of Q3 2025 after selling out during the quarter.
  • Carter Financial Group sold 951 Check Point Software Technologies shares in Q3 2025, an estimated $210K.
  • Carter Financial Group first reported a position in Check Point Software Technologies in Q2 2025 and held it in 1 quarter.
  • Carter Financial Group's Check Point Software Technologies position peaked at $210K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2025.

Based on Carter Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.