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Pinnacle Wealth Planning Services’s Check Point Software Technologies CHKP Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		$101K Sell
704
-174
-20% -$29.1K 0.01% 797
2025
Q4 		$163K Buy
+878
New +$170K 0.02% 547
2025
Q1 		– Sell
-1,346
Closed -$251K – 405
2024
Q4 		$251K Hold
1,346
– – 0.04% 304
2024
Q3 		$259K Buy
+1,346
New +$246K 0.04% 349
2021
Q1 		– Sell
-448
Closed -$59K – 648
2020
Q4 		$59K Buy
+448
New +$54.7K 0.01% 717

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

Pinnacle Wealth Planning Services's CHKP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Check Point Software Technologies (CHKP) stake by 20% in Q1 2026, selling an estimated $29.1K and leaving 704 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #797.

Pinnacle Wealth Planning Services first reported a position in CHKP in Q4 2020 and has held it in 5 quarters since. The position peaked at $259K in Q3 2024. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 704 shares of Check Point Software Technologies worth $101K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 174 Check Point Software Technologies shares in Q1 2026, an estimated $29.1K.
  • Check Point Software Technologies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #797 holding.
  • Pinnacle Wealth Planning Services first reported a position in Check Point Software Technologies in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Check Point Software Technologies position peaked at $259K in Q3 2024.
  • 699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.