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Legacy Wealth Management (Idaho)’s Check Point Software Technologies CHKP Stock Holding History

Legacy Wealth Management (Idaho)’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
-113
Closed -$16.1K – 318
2026
Q1 		$16.1K Hold
113
– – 0.01% 413
2025
Q4 		$21K Hold
113
– – 0.01% 320
2025
Q3 		$23.4K Hold
113
– – 0.01% 251
2025
Q2 		$25K Sell
113
-5
-4% -$1.1K 0.01% 217
2025
Q1 		$26.9K Hold
118
– – 0.02% 207
2024
Q4 		$25K Buy
118
+5
+4% +$942 0.02% 187
2024
Q3 		$20K Buy
+113
New +$20.7K 0.01% 225

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Ninety One (UK)
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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

Legacy Wealth Management (Idaho)'s CHKP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Check Point Software Technologies (CHKP) in Q2 2026, closing a stake of 113 shares — an estimated $16.1K sold.

Legacy Wealth Management (Idaho) first reported a position in CHKP in Q3 2024 and held it in 7 quarters. The position peaked at $26.9K in Q1 2025. 636 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Check Point Software Technologies position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 113 Check Point Software Technologies shares in Q2 2026, an estimated $16.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Check Point Software Technologies in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Check Point Software Technologies position peaked at $26.9K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.