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IC
IEQ Capital’s
Quad
QUAD
Stock Holding History
IEQ Capital’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
$83.7K
Buy
12,668
+29
+0.2%
+$187
﹤0.01%
1814
2025
Q4
$79.2K
Sell
12,639
-1,904
-13%
-$11.2K
﹤0.01%
1783
2025
Q3
$91K
Sell
14,543
-3,251
-18%
-$20K
﹤0.01%
1771
2025
Q2
$101K
Buy
17,794
+840
+5%
+$4.55K
﹤0.01%
1715
2025
Q1
$92.4K
Buy
+16,954
New
+$108K
﹤0.01%
1489
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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