Mount Yale Investment Advisors’s Check Point Software Technologies CHKP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$658K Buy
4,604
+1,658
+56% +$278K 0.02% 630
2025
Q4
$547K Buy
2,946
+11
+0.4% +$2.13K 0.03% 441
2025
Q3
$607K Sell
2,935
-2,522
-46% -$508K 0.04% 378
2025
Q2
$1.21M Buy
5,457
+728
+15% +$160K 0.09% 184
2025
Q1
$1.08M Sell
4,729
-60
-1% -$12.7K 0.09% 183
2024
Q4
$894K Sell
4,789
-144
-3% -$27.1K 0.07% 219
2024
Q3
$951K Sell
4,933
-378
-7% -$69.2K 0.09% 206
2024
Q2
$876K Sell
5,311
-3,703
-41% -$577K 0.07% 235
2024
Q1
$1.48M Sell
9,014
-273
-3% -$43.8K 0.11% 167
2023
Q4
$1.42M Buy
9,287
+547
+6% +$77.3K 0.13% 158
2023
Q3
$1.16M Sell
8,740
-941
-10% -$124K 0.13% 166
2023
Q2
$1.22M Sell
9,681
-871
-8% -$110K 0.13% 167
2023
Q1
$1.37M Buy
10,552
+4,763
+82% +$606K 0.15% 140
2022
Q4
$730K Sell
5,789
-2,656
-31% -$331K 0.08% 243
2022
Q3
$946K Buy
8,445
+2,891
+52% +$350K 0.13% 171
2022
Q2
$676K Buy
+5,554
New +$713K 0.09% 240
2022
Q1
Sell
-2,145
Closed -$250K 467
2021
Q4
$250K Sell
2,145
-2,142
-50% -$248K 0.03% 408
2021
Q3
$485K Buy
4,287
+250
+6% +$30.4K 0.06% 287
2021
Q2
$469K Sell
4,037
-2,045
-34% -$241K 0.06% 274
2021
Q1
$681K Buy
6,082
+2,756
+83% +$332K 0.09% 224
2020
Q4
$442K Sell
3,326
-1,769
-35% -$216K 0.06% 262
2020
Q3
$613K Buy
+5,095
New +$622K 0.09% 217
2020
Q1
Sell
-2,980
Closed -$341K 296
2019
Q4
$341K Sell
2,980
-89
-3% -$10K 0.06% 264
2019
Q3
$355K Sell
3,069
-567
-16% -$63.2K 0.06% 245
2019
Q2
$397K Sell
3,636
-402
-10% -$47.5K 0.07% 227
2019
Q1
$511K Sell
4,038
-53
-1% -$6.16K 0.1% 170
2018
Q4
$477K Buy
4,091
+841
+26% +$92.3K 0.1% 182
2018
Q3
$367K Buy
3,250
+3,121
+2,419% +$355K 0.06% 225
2018
Q2
$13K Sell
129
-192
-60% -$19K ﹤0.01% 854
2018
Q1
$32K Buy
+321
New +$33.1K 0.01% 699

Other funds holding CHKP

Mount Yale Investment Advisors's CHKP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Check Point Software Technologies (CHKP) stake by 56% in Q1 2026, buying an estimated $278K and bringing the position to 4,604 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #630.

Mount Yale Investment Advisors first reported a position in CHKP in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.48M in Q1 2024. 701 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • Mount Yale Investment Advisors held 4,604 shares of Check Point Software Technologies worth $658K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,658 Check Point Software Technologies shares in Q1 2026, an estimated $278K.
  • Check Point Software Technologies made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #630 holding.
  • Mount Yale Investment Advisors first reported a position in Check Point Software Technologies in Q1 2018 and has held it in 30 quarters since.
  • Mount Yale Investment Advisors's Check Point Software Technologies position peaked at $1.48M in Q1 2024.
  • 701 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.