Darwin Wealth Management
IBKR icon

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
Q3 		$69.9K Buy
818
+2
+0.2% +$183 0.02% 246
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Darwin Wealth Management's IBKR Position: Q3 2026 in Review

Darwin Wealth Management increased its Interactive Brokers (IBKR) stake by 0.25% in Q3 2026, buying an estimated $183 and bringing the position to 818 shares worth $69.9K. The position accounts for 0.02% of the portfolio, ranked #246.

Darwin Wealth Management first reported a position in IBKR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q3 2023. 653 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Darwin Wealth Management held 818 shares of Interactive Brokers worth $69.9K as of Q3 2026.
  • Darwin Wealth Management bought 2 Interactive Brokers shares in Q3 2026, an estimated $183.
  • Interactive Brokers made up 0.02% of Darwin Wealth Management's portfolio in Q3 2026, its #246 holding.
  • Darwin Wealth Management first reported a position in Interactive Brokers in Q3 2023 and has held it in 11 quarters since.
  • Darwin Wealth Management's Interactive Brokers position peaked at $1.77M in Q3 2023.
  • 653 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.