C
IA

Covestor’s Innovative Solutions & Support IA Stock Holding History

Covestor’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 		$10K Buy
558
+248
+80% +$4.8K 0.01% 1595
2026
Q1 		$6K Sell
310
-339
-52% -$7.86K ﹤0.01% 1735
2025
Q4 		$12K Buy
+649
New +$7.39K 0.01% 1488

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

Covestor's IA Position: Q2 2026 in Review

Covestor increased its Innovative Solutions & Support (IA) stake by 80% in Q2 2026, buying an estimated $4.8K and bringing the position to 558 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1595.

Covestor first reported a position in IA in Q4 2025 and has held it in 3 quarters since. The position peaked at $12K in Q4 2025. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Covestor held 558 shares of Innovative Solutions & Support worth $10K as of Q2 2026.
  • Covestor bought 248 Innovative Solutions & Support shares in Q2 2026, an estimated $4.8K.
  • Innovative Solutions & Support made up 0.01% of Covestor's portfolio in Q2 2026, its #1595 holding.
  • Covestor first reported a position in Innovative Solutions & Support in Q4 2025 and has held it in 3 quarters since.
  • Covestor's Innovative Solutions & Support position peaked at $12K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.