Institute for Wealth Management’s Church & Dwight Co CHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113K	Buy	+1,164	New	+$111K	0.01%	655

Other funds holding CHD

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

SCI

S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

CCM

Compass Capital Management Minneapolis, Minnesota $1.66B AUM 12.1% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Church & Dwight Co (CHD) in Q2 2026: 1,164 shares worth $113K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings.

594 funds tracked by Wall St. Rank hold CHD as of Q2 2026.

Institute for Wealth Management held 1,164 shares of Church & Dwight Co worth $113K as of Q2 2026.
Church & Dwight Co was a new Institute for Wealth Management position in Q2 2026.
Church & Dwight Co made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #655 holding.
594 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2026.

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