IWM
PARA

IHT Wealth Management’s Paramount Global Class B PARA Stock Holding History

IHT Wealth Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-26,725
Closed -$345K – 1212
2025
Q2 		$345K Sell
26,725
-5,017
-16% -$58.7K 0.01% 828
2025
Q1 		$380K Sell
31,742
-1,230
-4% -$13.8K 0.01% 767
2024
Q4 		$345K Sell
32,972
-29,166
-47% -$313K 0.01% 810
2024
Q3 		$659K Buy
62,138
+25,180
+68% +$274K 0.02% 631
2024
Q2 		$384K Buy
+36,958
New +$433K 0.01% 719
2022
Q4 		– Sell
-13,353
Closed -$254K – 926
2022
Q3 		$254K Buy
+13,353
New +$321K 0.02% 681
2022
Q2 		– Sell
-7,303
Closed -$276K – 793
2022
Q1 		$276K Sell
7,303
-177
-2% -$6.03K 0.02% 595
2021
Q4 		$226K Sell
7,480
-220
-3% -$7.58K 0.02% 714
2021
Q3 		$304K Sell
7,700
-6,321
-45% -$258K 0.02% 587
2021
Q2 		$634K Sell
14,021
-9,564
-41% -$395K 0.04% 446
2021
Q1 		$1.06M Buy
23,585
+7,519
+47% +$459K 0.08% 258
2020
Q4 		$599K Buy
16,066
+4,098
+34% +$131K 0.05% 351
2020
Q3 		$335K Buy
11,968
+1,745
+17% +$46.7K 0.03% 447
2020
Q2 		$238K Buy
+10,223
New +$197K 0.03% 470
2018
Q2 		– Sell
-791
Closed -$40K – 1067
2018
Q1 		$40K Buy
791
+1
+0.1% +$55 0.01% 750
2017
Q4 		$45K Sell
790
-10
-1% -$575 0.01% 731
2017
Q3 		$46K Buy
800
+84
+12% +$5.31K 0.02% 544
2017
Q2 		$22 Hold
716
– – 0.01% 758
2017
Q1 		$50K Sell
716
-190
-21% -$12.5K 0.03% 420
2016
Q4 		$58K Buy
+906
New +$53.7K 0.04% 362

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IHT Wealth Management's PARA Position: Q3 2025 in Review

IHT Wealth Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 26,725 shares — an estimated $345K sold.

IHT Wealth Management first reported a position in PARA in Q4 2016 and held it in 20 quarters. The position peaked at $1.06M in Q1 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • IHT Wealth Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 26,725 Paramount Global Class B shares in Q3 2025, an estimated $345K.
  • IHT Wealth Management first reported a position in Paramount Global Class B in Q4 2016 and held it in 20 quarters.
  • IHT Wealth Management's Paramount Global Class B position peaked at $1.06M in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.