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Marshall & Sterling Wealth Advisors’s Check Point Software Technologies CHKP Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-11
Closed -$2.28K – 395
2025
Q3 		$2.28K Hold
11
– – ﹤0.01% 555
2025
Q2 		$2.43K Hold
11
– – ﹤0.01% 530
2025
Q1 		$2.51K Buy
+11
New +$2.33K ﹤0.01% 525

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CHKP Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Check Point Software Technologies (CHKP) in Q4 2025, closing a stake of 11 shares — an estimated $2.28K sold.

Marshall & Sterling Wealth Advisors first reported a position in CHKP in Q1 2025 and held it in 3 quarters. The position peaked at $2.51K in Q1 2025. 772 funds tracked by Wall St. Rank hold CHKP as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Check Point Software Technologies position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 11 Check Point Software Technologies shares in Q4 2025, an estimated $2.28K.
  • Marshall & Sterling Wealth Advisors first reported a position in Check Point Software Technologies in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Check Point Software Technologies position peaked at $2.51K in Q1 2025.
  • 772 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.