HWAM
IA

Hennion & Walsh Asset Management’s Innovative Solutions & Support IA Stock Holding History

Hennion & Walsh Asset Management’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 		$3.36M Buy
186,853
+43,553
+30% +$843K 0.1% 263
2026
Q1 		$2.94M Buy
143,300
+78,701
+122% +$1.83M 0.1% 261
2025
Q4 		$1.22M Buy
+64,599
New +$736K 0.04% 476

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

Hennion & Walsh Asset Management's IA Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Innovative Solutions & Support (IA) stake by 30% in Q2 2026, buying an estimated $843K and bringing the position to 186,853 shares worth $3.36M. The position accounts for 0.1% of the portfolio, ranked #263.

Hennion & Walsh Asset Management first reported a position in IA in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Hennion & Walsh Asset Management held 186,853 shares of Innovative Solutions & Support worth $3.36M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 43,553 Innovative Solutions & Support shares in Q2 2026, an estimated $843K.
  • Innovative Solutions & Support made up 0.1% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #263 holding.
  • Hennion & Walsh Asset Management first reported a position in Innovative Solutions & Support in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.