DOA
III icon

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
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 $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

D'Orazio & Associates's III Position: Q1 2026 in Review

D'Orazio & Associates sold out of Information Services Group (III) in Q1 2026, closing a stake of 29,740 shares — an estimated $172K sold.

D'Orazio & Associates first reported a position in III in Q3 2025 and held it in 2 quarters. The position peaked at $172K in Q4 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • D'Orazio & Associates reported no remaining Information Services Group position as of Q1 2026 after selling out during the quarter.
  • D'Orazio & Associates sold 29,740 Information Services Group shares in Q1 2026, an estimated $172K.
  • D'Orazio & Associates first reported a position in Information Services Group in Q3 2025 and held it in 2 quarters.
  • D'Orazio & Associates's Information Services Group position peaked at $172K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.