ForthRight Wealth Management’s Ibotta IBTA Stock Holding History

ForthRight Wealth Management’s Portfolio IBTA Stock Details IBTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$860K	Sell	25,180 -5,116	-17%	-$171K	0.22%	39
2026 Q1	$908K	Hold	30,296	–	–	0.26%	36
2025 Q4	$689K	Hold	30,296	–	–	0.2%	40
2025 Q3	$844K	Hold	30,296	–	–	0.25%	35
2025 Q2	$1.11M	Sell	30,296 -4,300	-12%	-$201K	0.35%	28
2025 Q1	$1.46M	Hold	34,596	–	–	0.49%	28
2024 Q4	$2.25M	Buy	34,596 +29,077	+527%	+$2.02M	0.75%	23
2024 Q3	$340K	Buy	+5,519	New	+$334K	0.11%	51

Other funds holding IBTA

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ForthRight Wealth Management's IBTA Position: Q2 2026 in Review

ForthRight Wealth Management reduced its Ibotta (IBTA) stake by 17% in Q2 2026, selling an estimated $171K and leaving 25,180 shares worth $860K. The position accounts for 0.22% of the portfolio, ranked #39.

ForthRight Wealth Management first reported a position in IBTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q4 2024. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

ForthRight Wealth Management held 25,180 shares of Ibotta worth $860K as of Q2 2026.
ForthRight Wealth Management sold 5,116 Ibotta shares in Q2 2026, an estimated $171K.
Ibotta made up 0.22% of ForthRight Wealth Management's portfolio in Q2 2026, its #39 holding.
ForthRight Wealth Management first reported a position in Ibotta in Q3 2024 and has held it in 8 quarters since.
ForthRight Wealth Management's Ibotta position peaked at $2.25M in Q4 2024.
146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.