GRP
IA

Global Retirement Partners’s Innovative Solutions & Support IA Stock Holding History

Global Retirement Partners’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11K Buy
+117
New +$2.26K ﹤0.01% 3997
2025
Q4 		$35.7K Buy
+1,886
New +$21.5K ﹤0.01% 2559
2025
Q3 		– Sell
-2,541
Closed -$35.3K – 3948
2025
Q2 		$35.3K Buy
+2,541
New +$23.1K ﹤0.01% 1965

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Global Retirement Partners's IA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Innovative Solutions & Support (IA) in Q2 2026: 117 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #3997 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IA as recently as Q4 2025.

Global Retirement Partners first reported a position in IA in Q2 2025 and has held it in 3 quarters since. The position peaked at $35.7K in Q4 2025. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Global Retirement Partners held 117 shares of Innovative Solutions & Support worth $2.11K as of Q2 2026.
  • Innovative Solutions & Support was a new Global Retirement Partners position in Q2 2026.
  • Innovative Solutions & Support made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3997 holding.
  • Global Retirement Partners first reported a position in Innovative Solutions & Support in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Innovative Solutions & Support position peaked at $35.7K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.