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Atlas Capital Advisors’s Information Services Group III Stock Holding History

Atlas Capital Advisors’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
2026
Q2 		– Sell
-2,597
Closed -$83.7K – 1070
2026
Q1 		$83.7K Hold
2,597
– – 0.01% 566
2025
Q4 		$114K Buy
+2,597
New +$14.6K 0.01% 511
2025
Q2 		$254K Hold
4,497
– – 0.03% 362
2025
Q1 		$210K Hold
4,497
– – 0.03% 394
2024
Q4 		$201K Sell
4,497
-2,165
-32% -$7.24K 0.03% 385
2024
Q3 		$295K Hold
6,662
– – 0.04% 315
2024
Q2 		$258K Hold
6,662
– – 0.03% 343
2024
Q1 		$236K Hold
6,662
– – 0.04% 341
2023
Q4 		$205K Buy
+6,662
New +$29.1K 0.03% 368

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Atlas Capital Advisors's III Position: Q2 2026 in Review

Atlas Capital Advisors sold out of Information Services Group (III) in Q2 2026, closing a stake of 2,597 shares — an estimated $83.7K sold.

Atlas Capital Advisors first reported a position in III in Q4 2023 and held it in 9 quarters. The position peaked at $295K in Q3 2024. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Atlas Capital Advisors reported no remaining Information Services Group position as of Q2 2026 after selling out during the quarter.
  • Atlas Capital Advisors sold 2,597 Information Services Group shares in Q2 2026, an estimated $83.7K.
  • Atlas Capital Advisors first reported a position in Information Services Group in Q4 2023 and held it in 9 quarters.
  • Atlas Capital Advisors's Information Services Group position peaked at $295K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.