Focus Partners Wealth
QUAD icon

Focus Partners Wealth’s Quad QUAD Stock Holding History

Focus Partners Wealth’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
21,136
+5,136
+32% +$33.2K ﹤0.01% 2473
2025
Q4 		$100K Sell
16,000
-3,977
-20% -$23.4K ﹤0.01% 2552
2025
Q3 		$125K Sell
19,977
-6,429
-24% -$39.6K ﹤0.01% 2112
2025
Q2 		$149K Sell
26,406
-20
-0.1% -$108 ﹤0.01% 1910
2025
Q1 		$144K Buy
+26,426
New +$168K ﹤0.01% 1785
2024
Q4 		– Sell
-17,500
Closed -$79.5K – 1963
2024
Q3 		$79.5K Buy
+17,500
New +$86.4K ﹤0.01% 1528

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Focus Partners Wealth's QUAD Position: Q1 2026 in Review

Focus Partners Wealth increased its Quad (QUAD) stake by 32% in Q1 2026, buying an estimated $33.2K and bringing the position to 21,136 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Focus Partners Wealth first reported a position in QUAD in Q3 2024 and has held it in 6 quarters since. The position peaked at $149K in Q2 2025. 150 funds tracked by Wall St. Rank hold QUAD as of Q1 2026.

  • Focus Partners Wealth held 21,136 shares of Quad worth $140K as of Q1 2026.
  • Focus Partners Wealth bought 5,136 Quad shares in Q1 2026, an estimated $33.2K.
  • Quad made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2473 holding.
  • Focus Partners Wealth first reported a position in Quad in Q3 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's Quad position peaked at $149K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Quad as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.