Darwin Wealth Management’s Interactive Brokers IBKR Stock Holding History

Darwin 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	$71.1K	Buy	816 +1	+0.1%	+$83	0.02%	206
2026 Q1	$54.7K	Buy	815 +1	+0.1%	+$71	0.02%	212
2025 Q4	$52.4K	Buy	814 +1	+0.1%	+$67	0.02%	210
2025 Q3	$56K	Hold	813	–	–	0.02%	211
2025 Q2	$45.1K	Sell	813 -587	-42%	-$27.8K	0.02%	215
2025 Q1	$61.9K	Hold	1,400	–	–	0.02%	205
2024 Q4	$61.9K	Hold	1,400	–	–	0.02%	205
2024 Q3	$48.8K	Buy	+1,400	New	+$43.4K	0.01%	237
2024 Q1	–	Sell	-76,984	Closed	-$1.6M	–	143
2023 Q4	$1.6M	Sell	76,984 -5,032	-6%	-$103K	0.43%	65
2023 Q3	$1.77M	Buy	+82,016	New	+$1.82M	0.48%	62

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

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

Darwin Wealth Management increased its Interactive Brokers (IBKR) stake by 0.12% in Q2 2026, buying an estimated $83 and bringing the position to 816 shares worth $71.1K. The position accounts for 0.02% of the portfolio, ranked #206.

Darwin Wealth Management first reported a position in IBKR in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q3 2023. 266 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Darwin Wealth Management held 816 shares of Interactive Brokers worth $71.1K as of Q2 2026.
Darwin Wealth Management bought 1 Interactive Brokers share in Q2 2026, an estimated $83.
Interactive Brokers made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #206 holding.
Darwin Wealth Management first reported a position in Interactive Brokers in Q3 2023 and has held it in 10 quarters since.
Darwin Wealth Management's Interactive Brokers position peaked at $1.77M in Q3 2023.
266 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.