Morningstar Investment Services’s Check Point Software Technologies CHKP Stock Holding History

Morningstar Investment Services’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 Q1	$4.06M	Sell	17,813 -26,917	-60%	-$5.7M	0.74%	33
2024 Q4	$8.35M	Sell	44,730 -429,246	-91%	-$80.8M	0.76%	35
2024 Q3	$91.5M	Sell	473,976 -8,391	-2%	-$1.54M	0.93%	29
2024 Q2	$78.5M	Sell	482,367 -1,565	-0.3%	-$244K	0.85%	32
2024 Q1	$79.4M	Sell	483,932 -486,702	-50%	-$78M	0.87%	32
2023 Q4	$148M	Buy	970,634 +481,626	+98%	+$68M	0.83%	33
2023 Q3	$65.5M	Buy	+489,008	New	+$64.2M	0.84%	31
2014 Q1	–	Sell	-4,921	Closed	-$317K	–	203
2013 Q4	$317K	Buy	4,921 +498	+11%	+$29.9K	0.02%	182
2013 Q3	$254K	Buy	+4,423	New	+$248K	0.02%	185

Other funds holding CHKP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morningstar Investment Services's CHKP Position: Q1 2025 in Review

Morningstar Investment Services reduced its Check Point Software Technologies (CHKP) stake by 60% in Q1 2025, selling an estimated $5.7M and leaving 17,813 shares worth $4.06M. The position accounts for 0.74% of the portfolio, ranked #33.

Morningstar Investment Services first reported a position in CHKP in Q3 2013 and has held it in 9 quarters since. The position peaked at $148M in Q4 2023. 825 funds tracked by Wall St. Rank hold CHKP as of Q1 2025.

Morningstar Investment Services held 17,813 shares of Check Point Software Technologies worth $4.06M as of Q1 2025.
Morningstar Investment Services sold 26,917 Check Point Software Technologies shares in Q1 2025, an estimated $5.7M.
Check Point Software Technologies made up 0.74% of Morningstar Investment Services's portfolio in Q1 2025, its #33 holding.
Morningstar Investment Services first reported a position in Check Point Software Technologies in Q3 2013 and has held it in 9 quarters since.
Morningstar Investment Services's Check Point Software Technologies position peaked at $148M in Q4 2023.
825 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.