Concord Wealth Partners’s Check Point Software Technologies CHKP Stock Holding History

Concord Wealth Partners’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	$7.36K	Buy	+56	New	+$7.28K	﹤0.01%	611
2026 Q1	–	Sell	-106	Closed	-$19.7K	–	293
2025 Q4	$19.7K	Sell	106 -5	-5%	-$967	﹤0.01%	444
2025 Q3	$23K	Hold	111	–	–	﹤0.01%	442
2025 Q2	$24.6K	Sell	111 -79	-42%	-$17.4K	﹤0.01%	444
2025 Q1	$43.3K	Hold	190	–	–	0.01%	337
2024 Q4	$35.5K	Hold	190	–	–	0.01%	381
2024 Q3	$36.6K	Buy	+190	New	+$34.8K	0.01%	380
2024 Q2	–	Sell	-190	Closed	-$31.2K	–	855
2024 Q1	$31.2K	Buy	+190	New	+$30.5K	0.01%	427
2023 Q4	–	Sell	-190	Closed	-$25.3K	–	853
2023 Q3	$25.3K	Buy	+190	New	+$25K	0.01%	476
2022 Q2	–	Sell	-155	Closed	-$21K	–	1254
2022 Q1	$21K	Sell	155 -4	-3%	-$522	0.01%	619
2021 Q4	$19K	Buy	+159	New	+$18.4K	﹤0.01%	656
2021 Q3	–	Sell	-93	Closed	-$11K	–	928
2021 Q2	$11K	Buy	93 +34	+58%	+$4.01K	﹤0.01%	608
2021 Q1	$7K	Buy	+59	New	+$7.11K	﹤0.01%	621

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

Concord Wealth Partners's CHKP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Check Point Software Technologies (CHKP) in Q2 2026: 56 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CHKP as recently as Q4 2025.

Concord Wealth Partners first reported a position in CHKP in Q1 2021 and has held it in 13 quarters since. The position peaked at $43.3K in Q1 2025. 641 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

Concord Wealth Partners held 56 shares of Check Point Software Technologies worth $7.36K as of Q2 2026.
Check Point Software Technologies was a new Concord Wealth Partners position in Q2 2026.
Check Point Software Technologies made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #611 holding.
Concord Wealth Partners first reported a position in Check Point Software Technologies in Q1 2021 and has held it in 13 quarters since.
Concord Wealth Partners's Check Point Software Technologies position peaked at $43.3K in Q1 2025.
641 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.