Atticus Wealth Management
IBKR icon

Atticus Wealth Management’s Interactive Brokers IBKR Stock Holding History

Atticus 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
Q3 		$374K Sell
4,374
-455
-9% -$41.6K 0.08% 138
2026
Q2 		$420K Buy
4,829
+60
+1% +$4.99K 0.1% 124
2026
Q1 		$320K Buy
4,769
+4
+0.1% +$286 0.09% 136
2025
Q4 		$306K Buy
4,765
+5
+0.1% +$335 0.08% 154
2025
Q3 		$328K Buy
4,760
+2,304
+94% +$145K 0.08% 154
2025
Q2 		$136K Buy
+2,456
New +$117K 0.04% 213

Other funds holding IBKR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Atticus Wealth Management's IBKR Position: Q3 2026 in Review

Atticus Wealth Management reduced its Interactive Brokers (IBKR) stake by 9.4% in Q3 2026, selling an estimated $41.6K and leaving 4,374 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #138.

Atticus Wealth Management first reported a position in IBKR in Q2 2025 and has held it in 6 quarters since. The position peaked at $420K in Q2 2026. 653 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Atticus Wealth Management held 4,374 shares of Interactive Brokers worth $374K as of Q3 2026.
  • Atticus Wealth Management sold 455 Interactive Brokers shares in Q3 2026, an estimated $41.6K.
  • Interactive Brokers made up 0.08% of Atticus Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Atticus Wealth Management first reported a position in Interactive Brokers in Q2 2025 and has held it in 6 quarters since.
  • Atticus Wealth Management's Interactive Brokers position peaked at $420K in Q2 2026.
  • 653 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.