49 Wealth Management’s Polen International Dividend Income Fund IDVZ Stock Holding History

49 Wealth Management’s Portfolio IDVZ Stock Details IDVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$136M	Buy	4,045,910 +381,503	+10%	+$12.9M	10.16%	3
2025 Q4	$116M	Buy	3,664,407 +512,079	+16%	+$15.8M	9.48%	4
2025 Q3	$97M	Buy	3,152,328 +354,134	+13%	+$10.5M	9.14%	4
2025 Q2	$81.9M	Buy	2,798,194 +472,619	+20%	+$13.3M	8.72%	4
2025 Q1	$63.9M	Buy	2,325,575 +2,016,703	+653%	+$53.5M	7.7%	4
2024 Q4	$7.61M	Buy	+308,872	New	+$7.66M	1.08%	20

Other funds holding IDVZ

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

49 Wealth Management's IDVZ Position: Q1 2026 in Review

49 Wealth Management increased its Polen International Dividend Income Fund (IDVZ) stake by 10% in Q1 2026, buying an estimated $12.9M and bringing the position to 4,045,910 shares worth $136M. The position accounts for 10.16% of the portfolio, ranked #3.

49 Wealth Management first reported a position in IDVZ in Q4 2024 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold IDVZ as of Q1 2026.

49 Wealth Management held 4,045,910 shares of Polen International Dividend Income Fund worth $136M as of Q1 2026.
49 Wealth Management bought 381,503 Polen International Dividend Income Fund shares in Q1 2026, an estimated $12.9M.
Polen International Dividend Income Fund made up 10.16% of 49 Wealth Management's portfolio in Q1 2026, its #3 holding.
49 Wealth Management first reported a position in Polen International Dividend Income Fund in Q4 2024 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.