ECU
IBKR icon

Egerton Capital (UK)’s Interactive Brokers IBKR Stock Holding History

Egerton Capital (UK)’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
Q1 		$421M Sell
6,275,179
-664,402
-10% -$47.4M 4.67% 9
2025
Q4 		$446M Buy
6,939,581
+685,447
+11% +$45.9M 4.85% 8
2025
Q3 		$430M Sell
6,254,134
-1,802,710
-22% -$113M 4.54% 10
2025
Q2 		$446M Buy
8,056,844
+720,968
+10% +$34.2M 4.58% 8
2025
Q1 		$304M Sell
7,335,876
-56,816
-0.8% -$2.82M 3.5% 13
2024
Q4 		$327M Sell
7,392,692
-6,137,360
-45% -$258M 3.78% 12
2024
Q3 		$471M Buy
13,530,052
+996,572
+8% +$30.9M 4.76% 9
2024
Q2 		$384M Buy
12,533,480
+1,238,692
+11% +$37M 3.88% 13
2024
Q1 		$315M Buy
+11,294,788
New +$281M 3.05% 14

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return