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Root Financial Partners’s Check Point Software Technologies CHKP Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-21
Closed -$3K – 923
2026
Q1 		$3K Sell
21
-20
-49% -$3.35K ﹤0.01% 2158
2025
Q4 		$7.61K Hold
41
– – ﹤0.01% 1620
2025
Q3 		$8.48K Buy
+41
New +$8.26K ﹤0.01% 1518

Other funds holding CHKP

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Root Financial Partners's CHKP Position: Q2 2026 in Review

Root Financial Partners sold out of Check Point Software Technologies (CHKP) in Q2 2026, closing a stake of 21 shares — an estimated $3K sold.

Root Financial Partners first reported a position in CHKP in Q3 2025 and held it in 3 quarters. The position peaked at $8.48K in Q3 2025. 641 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • Root Financial Partners reported no remaining Check Point Software Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 21 Check Point Software Technologies shares in Q2 2026, an estimated $3K.
  • Root Financial Partners first reported a position in Check Point Software Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Check Point Software Technologies position peaked at $8.48K in Q3 2025.
  • 641 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.