Great Valley Advisor Group’s Innovative Solutions & Support IA Stock Holding History

Great Valley Advisor Group’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	$386K	Buy	21,421 +2,324	+12%	+$45K	0.01%	798
2026 Q1	$392K	Buy	19,097 +5,869	+44%	+$136K	0.01%	752
2025 Q4	$251K	Sell	13,228 -178	-1%	-$2.03K	﹤0.01%	823
2025 Q3	$167K	Buy	13,406 +1,000	+8%	+$14K	﹤0.01%	901
2025 Q2	$172K	Buy	12,406 +215	+2%	+$1.95K	﹤0.01%	869
2025 Q1	$76.7K	Buy	+12,191	New	+$105K	﹤0.01%	858

Other funds holding IA

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Great Valley Advisor Group's IA Position: Q2 2026 in Review

Great Valley Advisor Group increased its Innovative Solutions & Support (IA) stake by 12% in Q2 2026, buying an estimated $45K and bringing the position to 21,421 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #798.

Great Valley Advisor Group first reported a position in IA in Q1 2025 and has held it in 6 quarters since. The position peaked at $392K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

Great Valley Advisor Group held 21,421 shares of Innovative Solutions & Support worth $386K as of Q2 2026.
Great Valley Advisor Group bought 2,324 Innovative Solutions & Support shares in Q2 2026, an estimated $45K.
Innovative Solutions & Support made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #798 holding.
Great Valley Advisor Group first reported a position in Innovative Solutions & Support in Q1 2025 and has held it in 6 quarters since.
Great Valley Advisor Group's Innovative Solutions & Support position peaked at $392K in Q1 2026.
119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.