Evergreen Private Wealth’s Check Point Software Technologies CHKP Stock Holding History

Evergreen Private Wealth’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	$6.68M	Buy	46,782 +422	+0.9%	+$70.7K	2.7%	10
2025 Q4	$8.6M	Buy	46,360 +5,970	+15%	+$1.15M	3.39%	5
2025 Q3	$8.36M	Sell	40,390 -1,054	-3%	-$212K	3.39%	7
2025 Q2	$9.17M	Sell	41,444 -983	-2%	-$216K	3.84%	2
2025 Q1	$9.67M	Sell	42,427 -19	-0%	-$4.03K	4.52%	1
2024 Q4	$7.92M	Buy	42,446 +180	+0.4%	+$33.9K	3.71%	2
2024 Q3	$8.15M	Buy	42,266 +111	+0.3%	+$20.3K	3.78%	1
2024 Q2	$6.96M	Buy	42,155 +1,326	+3%	+$207K	3.43%	2
2024 Q1	$6.7M	Buy	40,829 +30,657	+301%	+$4.91M	3.35%	2
2023 Q4	$1.55M	Buy	+10,172	New	+$1.44M	0.84%	39

Other funds holding CHKP

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 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 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