Institute for Wealth Management’s Acadian Asset Management AAMI Stock Holding History

Institute for Wealth Management’s Portfolio AAMI Stock Details AAMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Sell	4,241 -1,302	-23%	-$90.7K	0.03%	424
2026 Q1	$302K	Sell	5,543 -627	-10%	-$33K	0.03%	424
2025 Q4	$290K	Sell	6,170 -1,050	-15%	-$48.4K	0.03%	438
2025 Q3	$348K	Sell	7,220 -1,357	-16%	-$60.5K	0.04%	417
2025 Q2	$302K	Buy	+8,577	New	+$249K	0.03%	436

Other funds holding AAMI

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Institute for Wealth Management's AAMI Position: Q2 2026 in Review

Institute for Wealth Management reduced its Acadian Asset Management (AAMI) stake by 23% in Q2 2026, selling an estimated $90.7K and leaving 4,241 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #424.

Institute for Wealth Management first reported a position in AAMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $348K in Q3 2025. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

Institute for Wealth Management held 4,241 shares of Acadian Asset Management worth $303K as of Q2 2026.
Institute for Wealth Management sold 1,302 Acadian Asset Management shares in Q2 2026, an estimated $90.7K.
Acadian Asset Management made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #424 holding.
Institute for Wealth Management first reported a position in Acadian Asset Management in Q2 2025 and has held it in 5 quarters since.
Institute for Wealth Management's Acadian Asset Management position peaked at $348K in Q3 2025.
303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.