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HighTower Advisors’s
Quad
QUAD
Stock Holding History
HighTower Advisors’s Portfolio
QUAD Stock Details
QUAD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.41M
Buy
212,788
+12,549
+6%
+$81.1K
﹤0.01%
1954
2025
Q4
$1.26M
Buy
200,239
+50,462
+34%
+$297K
﹤0.01%
1968
2025
Q3
$938K
Sell
149,777
-949
-0.6%
-$5.85K
﹤0.01%
2155
2025
Q2
$852K
Sell
150,726
-8,096
-5%
-$43.8K
﹤0.01%
2119
2025
Q1
$866K
Buy
158,822
+37,361
+31%
+$237K
﹤0.01%
2051
2024
Q4
$847K
Buy
+121,461
New
+$822K
﹤0.01%
2081
2024
Q3
–
Sell
-10,193
Closed
-$56K
–
3928
2024
Q2
$56K
Buy
10,193
+99
+1%
+$486
﹤0.01%
3294
2024
Q1
$54K
Buy
10,094
+94
+0.9%
+$508
﹤0.01%
3245
2023
Q4
$54K
Hold
10,000
–
–
﹤0.01%
3287
2023
Q3
$50K
Buy
+10,000
New
+$52.4K
﹤0.01%
3228
2017
Q4
–
Sell
-10,000
Closed
-$226K
–
2361
2017
Q3
$226K
Sell
10,000
-444
-4%
-$9.18K
﹤0.01%
1833
2017
Q2
$241K
Buy
10,444
+444
+4%
+$10.6K
﹤0.01%
1756
2017
Q1
$252K
Hold
10,000
–
–
﹤0.01%
1637
2016
Q4
$269K
Hold
10,000
–
–
﹤0.01%
1531
2016
Q3
$267K
Hold
10,000
–
–
﹤0.01%
1510
2016
Q2
$233K
Buy
+10,000
New
+$170K
﹤0.01%
1424
Other funds holding QUAD
MVP
Miller Value Partners
Sarasota, Florida
$383M AUM
38.57%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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