GoalVest Advisory’s Check Point Software Technologies CHKP Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-950	Closed	-$136K	–	514
2026 Q1	$136K	Hold	950	–	–	0.03%	163
2025 Q4	$176K	Hold	950	–	–	0.03%	152
2025 Q3	$197K	Hold	950	–	–	0.04%	132
2025 Q2	$210K	Hold	950	–	–	0.05%	124
2025 Q1	$217K	Hold	950	–	–	0.06%	113
2024 Q4	$177K	Hold	950	–	–	0.05%	122
2024 Q3	$183K	Hold	950	–	–	0.05%	114
2024 Q2	$157K	Hold	950	–	–	0.05%	116
2024 Q1	$156K	Buy	+950	New	+$152K	0.05%	123
2023 Q4	–	Sell	-179	Closed	-$23.9K	–	391
2023 Q3	$23.9K	Buy	179 +6	+3%	+$788	0.01%	203
2023 Q2	$21.7K	Buy	+173	New	+$21.8K	0.01%	194

Other funds holding CHKP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GoalVest Advisory's CHKP Position: Q2 2026 in Review

GoalVest Advisory sold out of Check Point Software Technologies (CHKP) in Q2 2026, closing a stake of 950 shares — an estimated $136K sold.

GoalVest Advisory first reported a position in CHKP in Q2 2023 and held it in 11 quarters. The position peaked at $217K in Q1 2025. 74 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

GoalVest Advisory reported no remaining Check Point Software Technologies position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 950 Check Point Software Technologies shares in Q2 2026, an estimated $136K.
GoalVest Advisory first reported a position in Check Point Software Technologies in Q2 2023 and held it in 11 quarters.
GoalVest Advisory's Check Point Software Technologies position peaked at $217K in Q1 2025.
74 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.