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Horizon Investments’s Interactive Brokers IBKR Stock Holding History

Horizon Investments’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.75M Buy
54,576
+7,320
+15% +$609K 0.05% 295
2026
Q1 		$3.17M Sell
47,256
-7,166
-13% -$511K 0.04% 372
2025
Q4 		$3.5M Buy
54,422
+2,129
+4% +$143K 0.04% 329
2025
Q3 		$3.6M Sell
52,293
-141,496
-73% -$8.9M 0.05% 300
2025
Q2 		$10.7M Buy
193,789
+193,673
+166,959% +$9.19M 0.17% 97
2025
Q1 		$4.8K Hold
116
– – ﹤0.01% 685
2024
Q4 		$5.12K Hold
116
– – ﹤0.01% 685
2024
Q3 		$4.04K Buy
116
+36
+45% +$1.11K ﹤0.01% 669
2024
Q2 		$2.45K Hold
80
– – ﹤0.01% 679
2024
Q1 		$2.23K Buy
80
+48
+150% +$1.2K ﹤0.01% 665
2023
Q4 		$663 Buy
32
+8
+33% +$164 ﹤0.01% 693
2023
Q3 		$519 Buy
+24
New +$534 ﹤0.01% 707
2023
Q2 		– Sell
-24
Closed -$495 – 779
2023
Q1 		$495 Buy
+24
New +$488 ﹤0.01% 692

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Horizon Investments's IBKR Position: Q2 2026 in Review

Horizon Investments increased its Interactive Brokers (IBKR) stake by 15% in Q2 2026, buying an estimated $609K and bringing the position to 54,576 shares worth $4.75M. The position accounts for 0.05% of the portfolio, ranked #295.

Horizon Investments first reported a position in IBKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.7M in Q2 2025. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Horizon Investments held 54,576 shares of Interactive Brokers worth $4.75M as of Q2 2026.
  • Horizon Investments bought 7,320 Interactive Brokers shares in Q2 2026, an estimated $609K.
  • Interactive Brokers made up 0.05% of Horizon Investments's portfolio in Q2 2026, its #295 holding.
  • Horizon Investments first reported a position in Interactive Brokers in Q1 2023 and has held it in 13 quarters since.
  • Horizon Investments's Interactive Brokers position peaked at $10.7M in Q2 2025.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.