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Bridgewater Associates’s Interactive Brokers IBKR Stock Holding History

Bridgewater Associates’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 		$4.85M Sell
72,337
-416,603
-85% -$29.7M 0.02% 428
2025
Q4 		$31.4M Sell
488,940
-93,830
-16% -$6.28M 0.11% 143
2025
Q3 		$40.1M Buy
+582,770
New +$36.7M 0.16% 101
2025
Q2 		– Sell
-185,216
Closed -$7.67M – 651
2025
Q1 		$7.67M Buy
+185,216
New +$9.18M 0.04% 298
2024
Q4 		– Sell
-110,184
Closed -$3.84M – 758
2024
Q3 		$3.84M Buy
110,184
+27,800
+34% +$861K 0.02% 417
2024
Q2 		$2.53M Buy
+82,384
New +$2.46M 0.01% 492
2024
Q1 		– Sell
-740,392
Closed -$15.3M – 741
2023
Q4 		$15.3M Buy
740,392
+588,436
+387% +$12M 0.09% 176
2023
Q3 		$3.29M Sell
151,956
-1,739,284
-92% -$38.7M 0.02% 426
2023
Q2 		$39.3M Sell
1,891,240
-1,086,448
-36% -$21.4M 0.24% 79
2023
Q1 		$61.5M Sell
2,977,688
-1,096,448
-27% -$22.3M 0.38% 56
2022
Q4 		$73.7M Sell
4,074,136
-462,936
-10% -$8.65M 0.4% 51
2022
Q3 		$72.5M Sell
4,537,072
-417,812
-8% -$6.44M 0.37% 56
2022
Q2 		$68.1M Buy
4,954,884
+4,184,692
+543% +$62.1M 0.29% 69
2022
Q1 		$12.7M Buy
+770,192
New +$13.3M 0.05% 250

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return