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 Q3	$96.9K	Sell	755 -375	-33%	-$49.8K	0.01%	874
2026 Q2	$149K	Buy	1,130 +426	+61%	+$55.4K	0.01%	669
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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHKP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Check Point Software Technologies (CHKP) stake by 33% in Q3 2026, selling an estimated $49.8K and leaving 755 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #874.

Pinnacle Wealth Planning Services first reported a position in CHKP in Q4 2020 and has held it in 7 quarters since. The position peaked at $259K in Q3 2024. 356 funds tracked by Wall St. Rank hold CHKP as of Q3 2026.

Pinnacle Wealth Planning Services held 755 shares of Check Point Software Technologies worth $96.9K as of Q3 2026.
Pinnacle Wealth Planning Services sold 375 Check Point Software Technologies shares in Q3 2026, an estimated $49.8K.
Check Point Software Technologies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #874 holding.
Pinnacle Wealth Planning Services first reported a position in Check Point Software Technologies in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Check Point Software Technologies position peaked at $259K in Q3 2024.
356 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.