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EP Wealth Advisors’s Check Point Software Technologies CHKP Stock Holding History

EP Wealth Advisors’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 		$276K Sell
1,248
-207
-14% -$45.5K ﹤0.01% 1070
2025
Q1 		$332K Sell
1,455
-41
-3% -$8.69K ﹤0.01% 866
2024
Q4 		$279K Buy
1,496
+161
+12% +$30.3K ﹤0.01% 899
2024
Q3 		$257K Hold
1,335
– – ﹤0.01% 926
2024
Q2 		$220K Buy
1,335
+13
+1% +$2.03K ﹤0.01% 733
2024
Q1 		$217K Buy
+1,322
New +$212K ﹤0.01% 715

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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 $2.9T AUM 29.55% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

EP Wealth Advisors's CHKP Position: Q2 2025 in Review

EP Wealth Advisors reduced its Check Point Software Technologies (CHKP) stake by 14% in Q2 2025, selling an estimated $45.5K and leaving 1,248 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

EP Wealth Advisors first reported a position in CHKP in Q1 2024 and has held it in 6 quarters since. The position peaked at $332K in Q1 2025. 811 funds tracked by Wall St. Rank hold CHKP as of Q2 2025.

  • EP Wealth Advisors held 1,248 shares of Check Point Software Technologies worth $276K as of Q2 2025.
  • EP Wealth Advisors sold 207 Check Point Software Technologies shares in Q2 2025, an estimated $45.5K.
  • Check Point Software Technologies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1070 holding.
  • EP Wealth Advisors first reported a position in Check Point Software Technologies in Q1 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Check Point Software Technologies position peaked at $332K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.