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

Centricity 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
2025
Q2 		$11.1K Hold
50
– – 0.01% 316
2025
Q1 		$11.4K Hold
50
– – 0.01% 308
2024
Q4 		$9.34K Buy
+50
New +$9.42K 0.01% 336

Other funds holding CHKP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Centricity Wealth Management's CHKP Position: Q2 2025 in Review

Centricity Wealth Management held its Check Point Software Technologies (CHKP) position steady in Q2 2025 at 50 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #316.

Centricity Wealth Management first reported a position in CHKP in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.4K in Q1 2025. 811 funds tracked by Wall St. Rank hold CHKP as of Q2 2025.

  • Centricity Wealth Management held 50 shares of Check Point Software Technologies worth $11.1K as of Q2 2025.
  • Centricity Wealth Management left its Check Point Software Technologies share count unchanged in Q2 2025.
  • Check Point Software Technologies made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #316 holding.
  • Centricity Wealth Management first reported a position in Check Point Software Technologies in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Check Point Software Technologies position peaked at $11.4K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.