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

Elevation 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
Q3 		$30.3K Sell
236
-18
-7% -$2.39K 0.01% 541
2026
Q2 		$33.4K Buy
254
+76
+43% +$9.88K 0.01% 417
2026
Q1 		$25.4K Hold
178
– – 0.01% 326
2025
Q4 		$33K Hold
178
– – 0.01% 288
2025
Q3 		$36.8K Hold
178
– – 0.01% 274
2025
Q2 		$39.4K Hold
178
– – 0.02% 261
2025
Q1 		$40.6K Hold
178
– – 0.02% 254
2024
Q4 		$33.2K Hold
178
– – 0.01% 273
2024
Q3 		$34.3K Hold
178
– – 0.01% 259
2024
Q2 		$29.4K Hold
178
– – 0.01% 262
2024
Q1 		$29.2K Sell
178
-117
-40% -$18.8K 0.01% 273
2023
Q4 		$39.3K Hold
295
– – 0.02% 226
2023
Q3 		$39.3K Hold
295
– – 0.03% 166
2023
Q2 		$37.1K Hold
295
– – 0.03% 178
2023
Q1 		$38.4K Buy
+295
New +$37.5K 0.04% 183

Other funds holding CHKP

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's CHKP Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Check Point Software Technologies (CHKP) stake by 7.1% in Q3 2026, selling an estimated $2.39K and leaving 236 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #541.

Elevation Wealth Partners first reported a position in CHKP in Q1 2023 and has held it in 15 quarters since. The position peaked at $40.6K in Q1 2025. 17 funds tracked by Wall St. Rank hold CHKP as of Q3 2026.

  • Elevation Wealth Partners held 236 shares of Check Point Software Technologies worth $30.3K as of Q3 2026.
  • Elevation Wealth Partners sold 18 Check Point Software Technologies shares in Q3 2026, an estimated $2.39K.
  • Check Point Software Technologies made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #541 holding.
  • Elevation Wealth Partners first reported a position in Check Point Software Technologies in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Check Point Software Technologies position peaked at $40.6K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.