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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
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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Modern Wealth Management's CHKP Position: Q1 2026 in Review

Modern Wealth Management sold out of Check Point Software Technologies (CHKP) in Q1 2026, closing a stake of 1,561 shares — an estimated $290K sold.

Modern Wealth Management first reported a position in CHKP in Q1 2025 and held it in 4 quarters. The position peaked at $323K in Q2 2025. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • Modern Wealth Management reported no remaining Check Point Software Technologies position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 1,561 Check Point Software Technologies shares in Q1 2026, an estimated $290K.
  • Modern Wealth Management first reported a position in Check Point Software Technologies in Q1 2025 and held it in 4 quarters.
  • Modern Wealth Management's Check Point Software Technologies position peaked at $323K in Q2 2025.
  • 699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.