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

Diversify 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
Q3 		– Sell
-5,775
Closed -$1.05M – 544
2025
Q2 		$1.05M Buy
5,775
+770
+15% +$169K 0.06% 262
2025
Q1 		$1.08M Buy
5,005
+1,005
+25% +$213K 0.08% 232
2024
Q4 		$728K Buy
+4,000
New +$753K 0.06% 272

Other funds holding CHKP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Diversify Wealth Management's CHKP Position: Q3 2025 in Review

Diversify Wealth Management sold out of Check Point Software Technologies (CHKP) in Q3 2025, closing a stake of 5,775 shares — an estimated $1.05M sold.

Diversify Wealth Management first reported a position in CHKP in Q4 2024 and held it in 3 quarters. The position peaked at $1.08M in Q1 2025. 758 funds tracked by Wall St. Rank hold CHKP as of Q3 2025.

  • Diversify Wealth Management reported no remaining Check Point Software Technologies position as of Q3 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 5,775 Check Point Software Technologies shares in Q3 2025, an estimated $1.05M.
  • Diversify Wealth Management first reported a position in Check Point Software Technologies in Q4 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Check Point Software Technologies position peaked at $1.08M in Q1 2025.
  • 758 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2025.

Based on Diversify Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.