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Sendero Wealth Management’s Check Point Software Technologies CHKP Stock Holding History

Sendero Wealth Management’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 		$406K Sell
2,840
-73
-3% -$12.2K 0.04% 167
2025
Q4 		$541K Buy
2,913
+73
+3% +$14.1K 0.06% 151
2025
Q3 		$588K Hold
2,840
– – 0.07% 135
2025
Q2 		$628K Sell
2,840
-435
-13% -$95.7K 0.08% 132
2025
Q1 		$746K Hold
3,275
– – 0.1% 115
2024
Q4 		$611K Hold
3,275
– – 0.09% 118
2024
Q3 		$631K Hold
3,275
– – 0.1% 110
2024
Q2 		$540K Hold
3,275
– – 0.09% 116
2024
Q1 		$537K Hold
3,275
– – 0.09% 120
2023
Q4 		$500K Hold
3,275
– – 0.09% 118
2023
Q3 		$436K Hold
3,275
– – 0.09% 115
2023
Q2 		$411K Buy
+3,275
New +$412K 0.09% 120

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

Sendero Wealth Management's CHKP Position: Q1 2026 in Review

Sendero Wealth Management reduced its Check Point Software Technologies (CHKP) stake by 2.5% in Q1 2026, selling an estimated $12.2K and leaving 2,840 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #167.

Sendero Wealth Management first reported a position in CHKP in Q2 2023 and has held it in 12 quarters since. The position peaked at $746K in Q1 2025. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • Sendero Wealth Management held 2,840 shares of Check Point Software Technologies worth $406K as of Q1 2026.
  • Sendero Wealth Management sold 73 Check Point Software Technologies shares in Q1 2026, an estimated $12.2K.
  • Check Point Software Technologies made up 0.04% of Sendero Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Sendero Wealth Management first reported a position in Check Point Software Technologies in Q2 2023 and has held it in 12 quarters since.
  • Sendero Wealth Management's Check Point Software Technologies position peaked at $746K in Q1 2025.
  • 699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.