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Institute for Wealth Management’s Adeia ADEA Stock Holding History

Institute for Wealth Management’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$415K Sell
12,589
-3,767
-23% -$111K 0.04% 364
2026
Q1 		$393K Sell
16,356
-2,894
-15% -$58.7K 0.04% 366
2025
Q4 		$332K Sell
19,250
-2,494
-11% -$37K 0.04% 410
2025
Q3 		$365K Buy
+21,744
New +$322K 0.04% 397

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Institute for Wealth Management reduced its Adeia (ADEA) stake by 23% in Q2 2026, selling an estimated $111K and leaving 12,589 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #364.

Institute for Wealth Management first reported a position in ADEA in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

  • Institute for Wealth Management held 12,589 shares of Adeia worth $415K as of Q2 2026.
  • Institute for Wealth Management sold 3,767 Adeia shares in Q2 2026, an estimated $111K.
  • Adeia made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Institute for Wealth Management first reported a position in Adeia in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

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