AWM
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Abound Wealth Management’s Information Services Group III Stock Holding History

Abound Wealth Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-170
Closed -$978 – 1466
2025
Q3 		$978 Buy
+170
New +$845 ﹤0.01% 873

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Abound Wealth Management's III Position: Q4 2025 in Review

Abound Wealth Management sold out of Information Services Group (III) in Q4 2025, closing a stake of 170 shares — an estimated $978 sold.

Abound Wealth Management first reported a position in III in Q3 2025 and held it in 1 quarter. The position peaked at $978 in Q3 2025. 142 funds tracked by Wall St. Rank hold III as of Q4 2025.

  • Abound Wealth Management reported no remaining Information Services Group position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 170 Information Services Group shares in Q4 2025, an estimated $978.
  • Abound Wealth Management first reported a position in Information Services Group in Q3 2025 and held it in 1 quarter.
  • Abound Wealth Management's Information Services Group position peaked at $978 in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Information Services Group as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.