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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Horizon Investments's IBKR Position: Q1 2026 in Review

Horizon Investments reduced its Interactive Brokers (IBKR) stake by 13% in Q1 2026, selling an estimated $511K and leaving 47,256 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #372.

Horizon Investments first reported a position in IBKR in Q1 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q2 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Horizon Investments held 47,256 shares of Interactive Brokers worth $3.17M as of Q1 2026.
Horizon Investments sold 7,166 Interactive Brokers shares in Q1 2026, an estimated $511K.
Interactive Brokers made up 0.04% of Horizon Investments's portfolio in Q1 2026, its #372 holding.
Horizon Investments first reported a position in Interactive Brokers in Q1 2023 and has held it in 12 quarters since.
Horizon Investments's Interactive Brokers position peaked at $10.7M in Q2 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.