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SOA Wealth Advisors’s Check Point Software Technologies CHKP Stock Holding History

SOA Wealth Advisors’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 		$15.3K Hold
107
– – ﹤0.01% 533
2025
Q4 		$19.9K Sell
107
-400
-79% -$77.3K ﹤0.01% 504
2025
Q3 		$105K Sell
507
-125
-20% -$25.2K 0.02% 285
2025
Q2 		$140K Buy
632
+105
+20% +$23.1K 0.03% 242
2025
Q1 		$120K Buy
527
+420
+393% +$89K 0.03% 239
2024
Q4 		$20K Hold
107
– – ﹤0.01% 455
2024
Q3 		$20.6K Hold
107
– – ﹤0.01% 445
2024
Q2 		$17.7K Hold
107
– – ﹤0.01% 457
2024
Q1 		$17.5K Hold
107
– – ﹤0.01% 461
2023
Q4 		$16.3K Hold
107
– – ﹤0.01% 457
2023
Q3 		$14.3K Hold
107
– – ﹤0.01% 478
2023
Q2 		$13.4K Hold
107
– – ﹤0.01% 496
2023
Q1 		$13.9K Hold
107
– – ﹤0.01% 486
2022
Q4 		$13.5K Hold
107
– – ﹤0.01% 473
2022
Q3 		$11K Hold
107
– – ﹤0.01% 490
2022
Q2 		$13K Sell
107
-26
-20% -$3.34K ﹤0.01% 450
2022
Q1 		$18K Hold
133
– – ﹤0.01% 483
2021
Q4 		$15K Hold
133
– – ﹤0.01% 493
2021
Q3 		$15K Buy
133
+26
+24% +$3.17K ﹤0.01% 500
2021
Q2 		$12K Sell
107
-101
-49% -$11.9K ﹤0.01% 542
2021
Q1 		$23K Hold
208
– – 0.01% 374
2020
Q4 		$24K Buy
+208
New +$25.4K 0.01% 369

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

SOA Wealth Advisors's CHKP Position: Q1 2026 in Review

SOA Wealth Advisors held its Check Point Software Technologies (CHKP) position steady in Q1 2026 at 107 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

SOA Wealth Advisors first reported a position in CHKP in Q4 2020 and has held it in 22 quarters since. The position peaked at $140K in Q2 2025. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • SOA Wealth Advisors held 107 shares of Check Point Software Technologies worth $15.3K as of Q1 2026.
  • SOA Wealth Advisors left its Check Point Software Technologies share count unchanged in Q1 2026.
  • Check Point Software Technologies made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #533 holding.
  • SOA Wealth Advisors first reported a position in Check Point Software Technologies in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Check Point Software Technologies position peaked at $140K in Q2 2025.
  • 699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.