Concord Wealth Partners
Position in CHKP — Check Point Software Technologies Ltd
CIK 1814214
ABINGDON, VA
Position in CHKP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,360
-$12,309 QoQ
Shares Held
56
-47.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#581
of 630 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Concord Wealth Partners holds $16,435,763 across 17 Software - Infrastructure names. CHKP ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,122 | $14,220,268 | |
| 2 | ORCL |
Oracle Corp
|
8,776 | $1,286,122 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,904 | $688,819 | |
| 4 | PANW |
Palo Alto Networks Inc
|
312 | $106,398 | |
| 5 | APPN |
Appian Corp
|
3,014 | $69,020 | |
| 6 | VRSN |
Verisign Inc/Ca
|
119 | $29,935 | |
| 7 | CRWV |
CoreWeave, Inc.
|
146 | $14,532 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
This page
|
56 | $7,360 |
All Filings in CHKP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,360 | 56 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $19,669 | 106 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $22,967 | 111 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,558 | 111 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $43,304 | 190 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,473 | 190 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $36,633 | 190 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $31,161 | 190 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $25,323 | 190 | Shares | Sole | 2024-04-30 | |
| 2022-03-31 | $21,430 | 155 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $18,533 | 159 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $10,800 | 93 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,606 | 59 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||