Chemistry Wealth Management’s Interactive Brokers IBKR Stock Holding History

Chemistry 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 Q2	$400K	Hold	4,601	–	–	0.06%	145
2026 Q1	$309K	Sell	4,601 -687	-13%	-$49K	0.05%	165
2025 Q4	$340K	Hold	5,288	–	–	0.06%	147
2025 Q3	$364K	Hold	5,288	–	–	0.07%	142
2025 Q2	$293K	Buy	+5,288	New	+$251K	0.06%	154
2025 Q1	–	Sell	-4,708	Closed	-$208K	–	191
2024 Q4	$208K	Buy	+4,708	New	+$198K	0.05%	171

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Chemistry Wealth Management's IBKR Position: Q2 2026 in Review

Chemistry Wealth Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 4,601 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #145.

Chemistry Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 410 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Chemistry Wealth Management held 4,601 shares of Interactive Brokers worth $400K as of Q2 2026.
Chemistry Wealth Management left its Interactive Brokers share count unchanged in Q2 2026.
Interactive Brokers made up 0.06% of Chemistry Wealth Management's portfolio in Q2 2026, its #145 holding.
Chemistry Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
410 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.