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Optivise Advisory Services’s Check Point Software Technologies CHKP Stock Holding History

Optivise Advisory 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
Q3 		– Sell
-944
Closed -$209K – 204
2025
Q2 		$209K Buy
+944
New +$208K 0.11% 193
2024
Q4 		– Sell
-1,136
Closed -$219K – 180
2024
Q3 		$219K Sell
1,136
-213
-16% -$39K 0.12% 157
2024
Q2 		$223K Buy
+1,349
New +$210K 0.12% 166

Other funds holding CHKP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Optivise Advisory Services's CHKP Position: Q3 2025 in Review

Optivise Advisory Services sold out of Check Point Software Technologies (CHKP) in Q3 2025, closing a stake of 944 shares — an estimated $209K sold.

Optivise Advisory Services first reported a position in CHKP in Q2 2024 and held it in 3 quarters. The position peaked at $223K in Q2 2024. 758 funds tracked by Wall St. Rank hold CHKP as of Q3 2025.

  • Optivise Advisory Services reported no remaining Check Point Software Technologies position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 944 Check Point Software Technologies shares in Q3 2025, an estimated $209K.
  • Optivise Advisory Services first reported a position in Check Point Software Technologies in Q2 2024 and held it in 3 quarters.
  • Optivise Advisory Services's Check Point Software Technologies position peaked at $223K in Q2 2024.
  • 758 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.