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Waverly Advisors’s Check Point Software Technologies CHKP Stock Holding History

Waverly 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 		$248K Sell
1,733
-512
-23% -$85.7K ﹤0.01% 1404
2025
Q4 		$417K Buy
2,245
+459
+26% +$88.7K ﹤0.01% 1075
2025
Q3 		$370K Buy
1,786
+149
+9% +$30K ﹤0.01% 962
2025
Q2 		$362K Buy
1,637
+83
+5% +$18.3K ﹤0.01% 902
2025
Q1 		$354K Buy
+1,554
New +$329K ﹤0.01% 876
2015
Q4 		– Sell
-105
Closed -$8K – 177
2015
Q3 		$8K Hold
105
– – 0.01% 353
2015
Q2 		$8K Sell
105
-136
-56% -$11.5K ﹤0.01% 286
2015
Q1 		$20K Hold
241
– – 0.01% 192
2014
Q4 		$19K Hold
241
– – 0.01% 217
2014
Q3 		$17K Hold
241
– – 0.01% 369
2014
Q2 		$16K Buy
241
+76
+46% +$5K 0.01% 364
2014
Q1 		$11K Sell
165
-331
-67% -$21.9K 0.01% 399
2013
Q4 		$32K Sell
496
-176
-26% -$10.6K 0.01% 387
2013
Q3 		$38K Buy
+672
New +$37.8K 0.02% 284

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

Waverly Advisors's CHKP Position: Q1 2026 in Review

Waverly Advisors reduced its Check Point Software Technologies (CHKP) stake by 23% in Q1 2026, selling an estimated $85.7K and leaving 1,733 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Waverly Advisors first reported a position in CHKP in Q3 2013 and has held it in 14 quarters since. The position peaked at $417K in Q4 2025. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

  • Waverly Advisors held 1,733 shares of Check Point Software Technologies worth $248K as of Q1 2026.
  • Waverly Advisors sold 512 Check Point Software Technologies shares in Q1 2026, an estimated $85.7K.
  • Check Point Software Technologies made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1404 holding.
  • Waverly Advisors first reported a position in Check Point Software Technologies in Q3 2013 and has held it in 14 quarters since.
  • Waverly Advisors's Check Point Software Technologies position peaked at $417K in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.