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 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 $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 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 Oslo, Norway $28B AUM 26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Heritage Family Offices's CHKP Position: Q1 2026 in Review

Heritage Family Offices reduced its Check Point Software Technologies (CHKP) stake by 42% in Q1 2026, selling an estimated $277K and leaving 2,320 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #130.

Heritage Family Offices first reported a position in CHKP in Q2 2024 and has held it in 8 quarters since. The position peaked at $989K in Q4 2024. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

Heritage Family Offices held 2,320 shares of Check Point Software Technologies worth $331K as of Q1 2026.
Heritage Family Offices sold 1,653 Check Point Software Technologies shares in Q1 2026, an estimated $277K.
Check Point Software Technologies made up 0.15% of Heritage Family Offices's portfolio in Q1 2026, its #130 holding.
Heritage Family Offices first reported a position in Check Point Software Technologies in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's Check Point Software Technologies position peaked at $989K in Q4 2024.
699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.