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Dorsey Wright & Associates’s Interactive Brokers IBKR Stock Holding History

Dorsey Wright & Associates’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 		$7.43M Sell
85,404
-8,271
-9% -$688K 1.26% 30
2026
Q1 		$6.28M Buy
+93,675
New +$6.69M 0.78% 46

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dorsey Wright & Associates's IBKR Position: Q2 2026 in Review

Dorsey Wright & Associates reduced its Interactive Brokers (IBKR) stake by 8.8% in Q2 2026, selling an estimated $688K and leaving 85,404 shares worth $7.43M. The position accounts for 1.26% of the portfolio, ranked #30.

Dorsey Wright & Associates first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Dorsey Wright & Associates held 85,404 shares of Interactive Brokers worth $7.43M as of Q2 2026.
  • Dorsey Wright & Associates sold 8,271 Interactive Brokers shares in Q2 2026, an estimated $688K.
  • Interactive Brokers made up 1.26% of Dorsey Wright & Associates's portfolio in Q2 2026, its #30 holding.
  • Dorsey Wright & Associates first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.