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

WCG 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	$3.12M	Buy	21,833 +1,634	+8%	+$274K	0.09%	213
2025 Q4	$3.75M	Buy	+20,199	New	+$3.91M	0.11%	185
2025 Q2	–	Sell	-12,628	Closed	-$2.88M	–	328
2025 Q1	$2.88M	Sell	12,628 -844	-6%	-$179K	0.22%	111
2024 Q4	$2.52M	Buy	13,472 +814	+6%	+$153K	0.17%	130
2024 Q3	$2.44M	Sell	12,658 -116	-0.9%	-$21.2K	0.16%	138
2024 Q2	$2.11M	Buy	12,774 +637	+5%	+$99.3K	0.16%	132
2024 Q1	$1.99M	Sell	12,137 -4,584	-27%	-$735K	0.17%	124
2023 Q4	$2.56M	Sell	16,721 -3,997	-19%	-$565K	0.19%	109
2023 Q3	$2.78M	Buy	+20,718	New	+$2.72M	0.2%	108

Other funds holding CHKP

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

WCG Wealth Advisors increased its Check Point Software Technologies (CHKP) stake by 8.1% in Q1 2026, buying an estimated $274K and bringing the position to 21,833 shares worth $3.12M. The position accounts for 0.09% of the portfolio, ranked #213.

WCG Wealth Advisors first reported a position in CHKP in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.75M in Q4 2025. 699 funds tracked by Wall St. Rank hold CHKP as of Q1 2026.

WCG Wealth Advisors held 21,833 shares of Check Point Software Technologies worth $3.12M as of Q1 2026.
WCG Wealth Advisors bought 1,634 Check Point Software Technologies shares in Q1 2026, an estimated $274K.
Check Point Software Technologies made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #213 holding.
WCG Wealth Advisors first reported a position in Check Point Software Technologies in Q3 2023 and has held it in 9 quarters since.
WCG Wealth Advisors's Check Point Software Technologies position peaked at $3.75M in Q4 2025.
699 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.