AWE
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Avidian Wealth Enterprises’s Ingles Markets IMKTA Stock Holding History

Avidian Wealth Enterprises’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$447K Sell
5,044
-500
-9% -$44.7K 0.01% 498
2026
Q1 		$498K Sell
5,544
-129
-2% -$10.5K 0.02% 437
2025
Q4 		$389K Hold
5,673
– – 0.01% 425
2025
Q3 		$395K Sell
5,673
-400
-7% -$26.7K 0.01% 416
2025
Q2 		$385K Sell
6,073
-70
-1% -$4.35K 0.02% 391
2025
Q1 		$400K Sell
6,143
-1,300
-17% -$83K 0.02% 357
2024
Q4 		$480K Buy
7,443
+150
+2% +$10.1K 0.02% 299
2024
Q3 		$544K Sell
7,293
-2,783
-28% -$205K 0.02% 282
2024
Q2 		$691K Hold
10,076
– – 0.03% 234
2024
Q1 		$773K Sell
10,076
-39
-0.4% -$3.12K 0.04% 200
2023
Q4 		$874K Sell
10,115
-57
-0.6% -$4.64K 0.05% 182
2023
Q3 		$766K Hold
10,172
– – 0.05% 195
2023
Q2 		$841K Buy
10,172
+4,618
+83% +$397K 0.06% 203
2023
Q1 		$493K Hold
5,554
– – 0.03% 295
2022
Q4 		$536K Hold
5,554
– – 0.03% 265
2022
Q3 		$440K Sell
5,554
-382
-6% -$34.7K 0.03% 258
2022
Q2 		$515K Sell
5,936
-224
-4% -$20.4K 0.04% 262
2022
Q1 		$549K Sell
6,160
-1,246
-17% -$106K 0.03% 282
2021
Q4 		$639K Buy
+7,406
New +$565K 0.04% 259

Other funds holding IMKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

Avidian Wealth Enterprises's IMKTA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Ingles Markets (IMKTA) stake by 9% in Q2 2026, selling an estimated $44.7K and leaving 5,044 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #498.

Avidian Wealth Enterprises first reported a position in IMKTA in Q4 2021 and has held it in 19 quarters since. The position peaked at $874K in Q4 2023. 237 funds tracked by Wall St. Rank hold IMKTA as of Q2 2026.

  • Avidian Wealth Enterprises held 5,044 shares of Ingles Markets worth $447K as of Q2 2026.
  • Avidian Wealth Enterprises sold 500 Ingles Markets shares in Q2 2026, an estimated $44.7K.
  • Ingles Markets made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #498 holding.
  • Avidian Wealth Enterprises first reported a position in Ingles Markets in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Ingles Markets position peaked at $874K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.