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ARS Investment Partners’s Interactive Brokers IBKR Stock Holding History

ARS Investment 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
2025
Q3 		– Sell
-4,400
Closed -$244K – 210
2025
Q2 		$244K Buy
+4,400
New +$209K 0.02% 164

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CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ARS Investment Partners's IBKR Position: Q3 2025 in Review

ARS Investment Partners sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 4,400 shares — an estimated $244K sold.

ARS Investment Partners first reported a position in IBKR in Q2 2025 and held it in 1 quarter. The position peaked at $244K in Q2 2025. 909 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • ARS Investment Partners reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • ARS Investment Partners sold 4,400 Interactive Brokers shares in Q3 2025, an estimated $244K.
  • ARS Investment Partners first reported a position in Interactive Brokers in Q2 2025 and held it in 1 quarter.
  • ARS Investment Partners's Interactive Brokers position peaked at $244K in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on ARS Investment Partners's 13F filing for Q3 2025, filed 15 Oct 2025.