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 Q2	$215K	Sell	1,631 -1	-0.1%	-$130	﹤0.01%	350
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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cassaday & Co Wealth Management's CHKP Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Check Point Software Technologies (CHKP) stake by 0.06% in Q2 2026, selling an estimated $130 and leaving 1,631 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Cassaday & Co Wealth Management first reported a position in CHKP in Q4 2024 and has held it in 7 quarters since. The position peaked at $372K in Q1 2025. 641 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

Cassaday & Co Wealth Management held 1,631 shares of Check Point Software Technologies worth $215K as of Q2 2026.
Cassaday & Co Wealth Management sold 1 Check Point Software Technologies share in Q2 2026, an estimated $130.
Check Point Software Technologies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #350 holding.
Cassaday & Co Wealth Management first reported a position in Check Point Software Technologies in Q4 2024 and has held it in 7 quarters since.
Cassaday & Co Wealth Management's Check Point Software Technologies position peaked at $372K in Q1 2025.
641 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.