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

Heartwood 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
Q4 		– Sell
-201
Closed -$41.6K – 277
2025
Q3 		$41.6K Buy
+201
New +$40.5K ﹤0.01% 313

Other funds holding CHKP

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Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Heartwood Wealth Advisors's CHKP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Check Point Software Technologies (CHKP) in Q4 2025, closing a stake of 201 shares — an estimated $41.6K sold.

Heartwood Wealth Advisors first reported a position in CHKP in Q3 2025 and held it in 1 quarter. The position peaked at $41.6K in Q3 2025. 772 funds tracked by Wall St. Rank hold CHKP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Check Point Software Technologies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 201 Check Point Software Technologies shares in Q4 2025, an estimated $41.6K.
  • Heartwood Wealth Advisors first reported a position in Check Point Software Technologies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Check Point Software Technologies position peaked at $41.6K in Q3 2025.
  • 772 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.