Wealth Enhancement Advisory Services
CHKP icon

Wealth Enhancement Advisory Services’s Check Point Software Technologies CHKP Stock Holding History

Wealth Enhancement Advisory Services’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 		$545K Buy
63,407
+5,391
+9% +$701K ﹤0.01% 2599
2026
Q1 		$547K Buy
58,016
+53,322
+1,136% +$8.93M ﹤0.01% 2245
2025
Q4 		$941K Sell
4,694
-64
-1% -$12.4K ﹤0.01% 2000
2025
Q3 		$954K Sell
4,758
-698
-13% -$141K ﹤0.01% 1899
2025
Q2 		$1.22M Sell
5,456
-7,371
-57% -$1.62M ﹤0.01% 1635
2025
Q1 		$2.92M Buy
12,827
+7,691
+150% +$1.63M 0.01% 1049
2024
Q4 		$959K Buy
5,136
+144
+3% +$27.1K ﹤0.01% 1573
2024
Q3 		$963K Buy
4,992
+2,674
+115% +$490K ﹤0.01% 1426
2024
Q2 		$382K Buy
2,318
+159
+7% +$24.8K ﹤0.01% 1814
2024
Q1 		$354K Buy
2,159
+254
+13% +$40.7K ﹤0.01% 1812
2023
Q4 		$291K Sell
1,905
-352
-16% -$49.7K ﹤0.01% 1838
2023
Q3 		$301K Buy
+2,257
New +$296K ﹤0.01% 1738

Other funds holding CHKP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's CHKP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Check Point Software Technologies (CHKP) stake by 9.3% in Q2 2026, buying an estimated $701K and bringing the position to 63,407 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Wealth Enhancement Advisory Services first reported a position in CHKP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.92M in Q1 2025. 119 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 63,407 shares of Check Point Software Technologies worth $545K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,391 Check Point Software Technologies shares in Q2 2026, an estimated $701K.
  • Check Point Software Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2599 holding.
  • Wealth Enhancement Advisory Services first reported a position in Check Point Software Technologies in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Check Point Software Technologies position peaked at $2.92M in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.