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Arista Wealth Management’s Interactive Brokers IBKR Stock Holding History

Arista Wealth Management’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 		– Sell
-5,000
Closed -$322K – 271
2025
Q4 		$322K Buy
+5,000
New +$335K 0.04% 194

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CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Wellington Management Group
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Arista Wealth Management's IBKR Position: Q1 2026 in Review

Arista Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 5,000 shares — an estimated $322K sold.

Arista Wealth Management first reported a position in IBKR in Q4 2025 and held it in 1 quarter. The position peaked at $322K in Q4 2025. 999 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Arista Wealth Management reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Arista Wealth Management sold 5,000 Interactive Brokers shares in Q1 2026, an estimated $322K.
  • Arista Wealth Management first reported a position in Interactive Brokers in Q4 2025 and held it in 1 quarter.
  • Arista Wealth Management's Interactive Brokers position peaked at $322K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Arista Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.