Heritage Family Offices’s Check Point Software Technologies CHKP Stock Holding History

Heritage Family Offices’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	-2,320	Closed	-$331K	–	237
2026 Q1	$331K	Sell	2,320 -1,653	-42%	-$277K	0.15%	130
2025 Q4	$737K	Sell	3,973 -402	-9%	-$77.7K	0.34%	68
2025 Q3	$905K	Buy	4,375 +90	+2%	+$18.1K	0.42%	57
2025 Q2	$979K	Hold	4,285	–	–	0.49%	47
2025 Q1	$977K	Sell	4,285 -1,012	-19%	-$214K	0.5%	46
2024 Q4	$989K	Buy	5,297 +413	+8%	+$77.8K	0.49%	46
2024 Q3	$942K	Buy	4,884 +77	+2%	+$14.1K	0.49%	43
2024 Q2	$793K	Buy	+4,807	New	+$749K	0.44%	52

Other funds holding CHKP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Heritage Family Offices's CHKP Position: Q2 2026 in Review

Heritage Family Offices sold out of Check Point Software Technologies (CHKP) in Q2 2026, closing a stake of 2,320 shares — an estimated $331K sold.

Heritage Family Offices first reported a position in CHKP in Q2 2024 and held it in 8 quarters. The position peaked at $989K in Q4 2024. 642 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

Heritage Family Offices reported no remaining Check Point Software Technologies position as of Q2 2026 after selling out during the quarter.
Heritage Family Offices sold 2,320 Check Point Software Technologies shares in Q2 2026, an estimated $331K.
Heritage Family Offices first reported a position in Check Point Software Technologies in Q2 2024 and held it in 8 quarters.
Heritage Family Offices's Check Point Software Technologies position peaked at $989K in Q4 2024.
642 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.