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D'Orazio & Associates’s Information Services Group III Stock Holding History

D'Orazio & Associates’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.5K Buy
+22,517
New +$94.2K 0.01% 311
2026
Q1 		– Sell
-29,740
Closed -$172K – 312
2025
Q4 		$172K Buy
29,740
+16,162
+119% +$90.7K 0.02% 276
2025
Q3 		$78.1K Buy
+13,578
New +$67.5K 0.01% 275

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Crawford Investment Counsel
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

D'Orazio & Associates's III Position: Q2 2026 in Review

D'Orazio & Associates opened a new position in Information Services Group (III) in Q2 2026: 22,517 shares worth $92.5K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: D'Orazio & Associates previously reported a position in III as recently as Q4 2025.

D'Orazio & Associates first reported a position in III in Q3 2025 and has held it in 3 quarters since. The position peaked at $172K in Q4 2025. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • D'Orazio & Associates held 22,517 shares of Information Services Group worth $92.5K as of Q2 2026.
  • Information Services Group was a new D'Orazio & Associates position in Q2 2026.
  • Information Services Group made up 0.01% of D'Orazio & Associates's portfolio in Q2 2026, its #311 holding.
  • D'Orazio & Associates first reported a position in Information Services Group in Q3 2025 and has held it in 3 quarters since.
  • D'Orazio & Associates's Information Services Group position peaked at $172K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.