IAA
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Independent Advisor Alliance’s Quad QUAD Stock Holding History

Independent Advisor Alliance’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Buy
17,712
+1,614
+10% +$10.4K ﹤0.01% 1539
2025
Q4 		$101K Sell
16,098
-2,520
-14% -$14.8K ﹤0.01% 963
2025
Q3 		$117K Hold
18,618
– – ﹤0.01% 908
2025
Q2 		$105K Buy
18,618
+2,184
+13% +$11.8K ﹤0.01% 863
2025
Q1 		$89.6K Sell
16,434
-7,132
-30% -$45.3K ﹤0.01% 790
2024
Q4 		$164K Hold
23,566
– – ﹤0.01% 1306
2024
Q3 		$107K Hold
23,566
– – ﹤0.01% 681
2024
Q2 		$128K Hold
23,566
– – ﹤0.01% 675
2024
Q1 		$125K Hold
23,566
– – ﹤0.01% 671
2023
Q4 		$128K Sell
23,566
-5,500
-19% -$26.8K ﹤0.01% 653
2023
Q3 		$146K Hold
29,066
– – 0.01% 623
2023
Q2 		$109K Hold
29,066
– – ﹤0.01% 639
2023
Q1 		$125K Sell
29,066
-182
-0.6% -$803 0.01% 631
2022
Q4 		$119 Sell
29,248
-2,545
-8% -$8.1K ﹤0.01% 391
2022
Q3 		$81K Buy
31,793
+6,000
+23% +$19.6K ﹤0.01% 597
2022
Q2 		$71K Buy
25,793
+2,090
+9% +$10.1K ﹤0.01% 592
2022
Q1 		$164K Sell
23,703
-13,114
-36% -$68.7K 0.01% 621
2021
Q4 		$147K Sell
36,817
-5,455
-13% -$22.3K 0.01% 638
2021
Q3 		$180K Buy
42,272
+2,115
+5% +$8.73K 0.01% 593
2021
Q2 		$167K Buy
40,157
+2,700
+7% +$9.79K 0.01% 596
2021
Q1 		$132K Buy
37,457
+914
+3% +$4.35K 0.01% 570
2020
Q4 		$140K Sell
36,543
-4,950
-12% -$15.2K 0.01% 521
2020
Q3 		$126K Hold
41,493
– – 0.01% 471
2020
Q2 		$135K Buy
41,493
+16,707
+67% +$51.2K 0.01% 456
2020
Q1 		$62K Buy
24,786
+2,145
+9% +$9.46K 0.01% 398
2019
Q4 		$106K Buy
22,641
+10,482
+86% +$65.5K ﹤0.01% 861
2019
Q3 		$128K Sell
12,159
-4,215
-26% -$39.4K 0.02% 433
2019
Q2 		$130K Buy
+16,374
New +$171K 0.02% 392

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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

Independent Advisor Alliance's QUAD Position: Q1 2026 in Review

Independent Advisor Alliance increased its Quad (QUAD) stake by 10% in Q1 2026, buying an estimated $10.4K and bringing the position to 17,712 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Independent Advisor Alliance first reported a position in QUAD in Q2 2019 and has held it in 28 quarters since. The position peaked at $180K in Q3 2021. 150 funds tracked by Wall St. Rank hold QUAD as of Q1 2026.

  • Independent Advisor Alliance held 17,712 shares of Quad worth $117K as of Q1 2026.
  • Independent Advisor Alliance bought 1,614 Quad shares in Q1 2026, an estimated $10.4K.
  • Quad made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1539 holding.
  • Independent Advisor Alliance first reported a position in Quad in Q2 2019 and has held it in 28 quarters since.
  • Independent Advisor Alliance's Quad position peaked at $180K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Quad as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.