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Modern Wealth Management’s Check Point Software Technologies CHKP Stock Holding History

Modern Wealth Management’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 		$339K Buy
+2,577
New +$335K ﹤0.01% 840
2026
Q1 		– Sell
-1,561
Closed -$290K – 892
2025
Q4 		$290K Buy
1,561
+48
+3% +$9.28K 0.01% 690
2025
Q3 		$313K Buy
1,513
+53
+4% +$10.7K 0.01% 630
2025
Q2 		$323K Buy
1,460
+186
+15% +$40.9K 0.01% 592
2025
Q1 		$290K Buy
+1,274
New +$270K 0.01% 532

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

Modern Wealth Management's CHKP Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Check Point Software Technologies (CHKP) in Q2 2026: 2,577 shares worth $339K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in CHKP as recently as Q4 2025.

Modern Wealth Management first reported a position in CHKP in Q1 2025 and has held it in 5 quarters since. 641 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • Modern Wealth Management held 2,577 shares of Check Point Software Technologies worth $339K as of Q2 2026.
  • Check Point Software Technologies was a new Modern Wealth Management position in Q2 2026.
  • Check Point Software Technologies made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #840 holding.
  • Modern Wealth Management first reported a position in Check Point Software Technologies in Q1 2025 and has held it in 5 quarters since.
  • 641 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.