IWAO
CHKP icon

Independence Wealth Advisors (Ohio)’s Check Point Software Technologies CHKP Stock Holding History

Independence Wealth Advisors (Ohio)’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
-1,577
Closed -$225K – 89
2026
Q1 		$225K Sell
1,577
-138
-8% -$23.1K 0.12% 83
2025
Q4 		$318K Buy
+1,715
New +$332K 0.18% 58

Other funds holding CHKP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s CHKP Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) sold out of Check Point Software Technologies (CHKP) in Q2 2026, closing a stake of 1,577 shares — an estimated $225K sold.

Independence Wealth Advisors (Ohio) first reported a position in CHKP in Q4 2025 and held it in 2 quarters. The position peaked at $318K in Q4 2025. 636 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining Check Point Software Technologies position as of Q2 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 1,577 Check Point Software Technologies shares in Q2 2026, an estimated $225K.
  • Independence Wealth Advisors (Ohio) first reported a position in Check Point Software Technologies in Q4 2025 and held it in 2 quarters.
  • Independence Wealth Advisors (Ohio)'s Check Point Software Technologies position peaked at $318K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.