CWS
CHKP icon

Cypress Wealth Services’s Check Point Software Technologies CHKP Stock Holding History

Cypress Wealth Services’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 		– Sell
-1,331
Closed -$247K – 404
2025
Q4 		$247K Buy
1,331
+333
+33% +$64.4K 0.03% 338
2025
Q3 		$206K Sell
998
-28
-3% -$5.64K 0.03% 330
2025
Q2 		$227K Sell
1,026
-310
-23% -$68.2K 0.04% 282
2025
Q1 		$305K Sell
1,336
-1
-0.1% -$212 0.06% 215
2024
Q4 		$250K Buy
+1,337
New +$252K 0.05% 233

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

Cypress Wealth Services's CHKP Position: Q1 2026 in Review

Cypress Wealth Services sold out of Check Point Software Technologies (CHKP) in Q1 2026, closing a stake of 1,331 shares — an estimated $247K sold.

Cypress Wealth Services first reported a position in CHKP in Q4 2024 and held it in 5 quarters. The position peaked at $305K in Q1 2025. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • Cypress Wealth Services reported no remaining Check Point Software Technologies position as of Q1 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 1,331 Check Point Software Technologies shares in Q1 2026, an estimated $247K.
  • Cypress Wealth Services first reported a position in Check Point Software Technologies in Q4 2024 and held it in 5 quarters.
  • Cypress Wealth Services's Check Point Software Technologies position peaked at $305K in Q1 2025.
  • 699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.