IWC
CHKP icon

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 		$135K Sell
1,026
-548
-35% -$71.3K ﹤0.01% 2592
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
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

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

Integrated Wealth Concepts reduced its Check Point Software Technologies (CHKP) stake by 35% in Q2 2026, selling an estimated $71.3K and leaving 1,026 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Integrated Wealth Concepts first reported a position in CHKP in Q4 2024 and has held it in 6 quarters since. The position peaked at $516K in Q2 2025. 639 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • Integrated Wealth Concepts held 1,026 shares of Check Point Software Technologies worth $135K as of Q2 2026.
  • Integrated Wealth Concepts sold 548 Check Point Software Technologies shares in Q2 2026, an estimated $71.3K.
  • Check Point Software Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2592 holding.
  • Integrated Wealth Concepts first reported a position in Check Point Software Technologies in Q4 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Check Point Software Technologies position peaked at $516K in Q2 2025.
  • 639 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.