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Cassaday & Co Wealth Management’s Check Point Software Technologies CHKP Stock Holding History

Cassaday & Co 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 		$233K Buy
1,632
+1
+0.1% +$167 0.01% 318
2025
Q4 		$303K Hold
1,631
– – 0.01% 286
2025
Q3 		$337K Hold
1,631
– – 0.01% 259
2025
Q2 		$361K Hold
1,631
– – 0.01% 241
2025
Q1 		$372K Sell
1,631
-345
-17% -$73.1K 0.01% 226
2024
Q4 		$369K Buy
+1,976
New +$372K 0.01% 223

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

Cassaday & Co Wealth Management's CHKP Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Check Point Software Technologies (CHKP) stake by 0.06% in Q1 2026, buying an estimated $167 and bringing the position to 1,632 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #318.

Cassaday & Co Wealth Management first reported a position in CHKP in Q4 2024 and has held it in 6 quarters since. The position peaked at $372K in Q1 2025. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,632 shares of Check Point Software Technologies worth $233K as of Q1 2026.
  • Cassaday & Co Wealth Management bought 1 Check Point Software Technologies share in Q1 2026, an estimated $167.
  • Check Point Software Technologies made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #318 holding.
  • Cassaday & Co Wealth Management first reported a position in Check Point Software Technologies in Q4 2024 and has held it in 6 quarters since.
  • Cassaday & Co Wealth Management's Check Point Software Technologies position peaked at $372K in Q1 2025.
  • 699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.