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Mark Sheptoff Financial Planning’s Check Point Software Technologies CHKP Stock Holding History

Mark Sheptoff Financial Planning’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 		$87.5K Sell
666
-100
-13% -$13K 0.05% 151
2026
Q1 		$90.1K Hold
766
– – 0.05% 143
2025
Q4 		$142K Hold
766
– – 0.07% 119
2025
Q3 		$158K Hold
766
– – 0.08% 110
2025
Q2 		$169K Buy
766
+16
+2% +$3.52K 0.09% 98
2025
Q1 		$171K Hold
750
– – 0.09% 91
2024
Q4 		$140K Hold
750
– – 0.08% 106
2024
Q3 		$145K Sell
750
-200
-21% -$36.6K 0.08% 105
2024
Q2 		$157K Hold
950
– – 0.09% 104
2024
Q1 		$156K Buy
950
+650
+217% +$104K 0.09% 114
2023
Q4 		$45.8K Hold
300
– – 0.03% 166
2023
Q3 		$40K Hold
300
– – 0.03% 162
2023
Q2 		$37.7K Buy
300
+100
+50% +$12.6K 0.02% 182
2023
Q1 		$26K Hold
200
– – 0.02% 200
2022
Q4 		$25.2K Hold
200
– – 0.01% 198
2022
Q3 		$22K Buy
+200
New +$24.2K 0.01% 199

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

Mark Sheptoff Financial Planning's CHKP Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Check Point Software Technologies (CHKP) stake by 13% in Q2 2026, selling an estimated $13K and leaving 666 shares worth $87.5K. The position accounts for 0.05% of the portfolio, ranked #151.

Mark Sheptoff Financial Planning first reported a position in CHKP in Q3 2022 and has held it in 16 quarters since. The position peaked at $171K in Q1 2025. 640 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • Mark Sheptoff Financial Planning held 666 shares of Check Point Software Technologies worth $87.5K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 100 Check Point Software Technologies shares in Q2 2026, an estimated $13K.
  • Check Point Software Technologies made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #151 holding.
  • Mark Sheptoff Financial Planning first reported a position in Check Point Software Technologies in Q3 2022 and has held it in 16 quarters since.
  • Mark Sheptoff Financial Planning's Check Point Software Technologies position peaked at $171K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.