Commonwealth Equity Services
IA

Commonwealth Equity Services’s Innovative Solutions & Support IA Stock Holding History

Commonwealth Equity Services’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Sell
20,277
-5,810
-22% -$112K ﹤0.01% 3595
2026
Q1 		$536K Buy
+26,087
New +$605K ﹤0.01% 3158

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Commonwealth Equity Services's IA Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovative Solutions & Support (IA) stake by 22% in Q2 2026, selling an estimated $112K and leaving 20,277 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Commonwealth Equity Services first reported a position in IA in Q1 2026 and has held it in 2 quarters since. The position peaked at $536K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Commonwealth Equity Services held 20,277 shares of Innovative Solutions & Support worth $365K as of Q2 2026.
  • Commonwealth Equity Services sold 5,810 Innovative Solutions & Support shares in Q2 2026, an estimated $112K.
  • Innovative Solutions & Support made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3595 holding.
  • Commonwealth Equity Services first reported a position in Innovative Solutions & Support in Q1 2026 and has held it in 2 quarters since.
  • Commonwealth Equity Services's Innovative Solutions & Support position peaked at $536K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.