Integrated Wealth Concepts’s Check Point Software Technologies CHKP Stock Holding History

Integrated Wealth Concepts’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	-1,574	Closed	-$225K	–	2430
2026 Q1	$225K	Buy	+1,574	New	+$264K	﹤0.01%	2036
2025 Q4	–	Sell	-1,305	Closed	-$270K	–	1685
2025 Q3	$270K	Sell	1,305 -1,029	-44%	-$207K	﹤0.01%	1686
2025 Q2	$516K	Buy	2,334 +1,050	+82%	+$231K	0.01%	1256
2025 Q1	$293K	Sell	1,284 -55	-4%	-$11.7K	﹤0.01%	1417
2024 Q4	$250K	Buy	+1,339	New	+$252K	﹤0.01%	1479

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 $45.5B AUM 15.2% 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

Integrated Wealth Concepts's CHKP Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Check Point Software Technologies (CHKP) in Q2 2026, closing a stake of 1,574 shares — an estimated $225K sold.

Integrated Wealth Concepts first reported a position in CHKP in Q4 2024 and held it in 5 quarters. The position peaked at $516K in Q2 2025. 643 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

Integrated Wealth Concepts reported no remaining Check Point Software Technologies position as of Q2 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 1,574 Check Point Software Technologies shares in Q2 2026, an estimated $225K.
Integrated Wealth Concepts first reported a position in Check Point Software Technologies in Q4 2024 and held it in 5 quarters.
Integrated Wealth Concepts's Check Point Software Technologies position peaked at $516K in Q2 2025.
643 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.