Adage Capital Partners
IBKR icon

Adage Capital Partners’s Interactive Brokers IBKR Stock Holding History

Adage Capital Partners’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.8M Sell
399,000
-3,100
-0.8% -$221K 0.04% 395
2025
Q4 		$25.9M Sell
402,100
-3,200
-0.8% -$214K 0.04% 410
2025
Q3 		$27.9M Buy
+405,300
New +$25.5M 0.04% 377

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners's IBKR Position: Q1 2026 in Review

Adage Capital Partners reduced its Interactive Brokers (IBKR) stake by 0.77% in Q1 2026, selling an estimated $221K and leaving 399,000 shares worth $26.8M. The position accounts for 0.04% of the portfolio, ranked #395.

Adage Capital Partners first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.9M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Adage Capital Partners held 399,000 shares of Interactive Brokers worth $26.8M as of Q1 2026.
  • Adage Capital Partners sold 3,100 Interactive Brokers shares in Q1 2026, an estimated $221K.
  • Interactive Brokers made up 0.04% of Adage Capital Partners's portfolio in Q1 2026, its #395 holding.
  • Adage Capital Partners first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • Adage Capital Partners's Interactive Brokers position peaked at $27.9M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.