Institute for Wealth Management’s Ingevity NGVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.93K	Buy	+66	New	+$4.75K	﹤0.01%	1459

Other funds holding NGVT

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Ingevity (NGVT) in Q2 2026: 66 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings.

142 funds tracked by Wall St. Rank hold NGVT as of Q2 2026.

Institute for Wealth Management held 66 shares of Ingevity worth $4.93K as of Q2 2026.
Ingevity was a new Institute for Wealth Management position in Q2 2026.
Ingevity made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1459 holding.
142 funds tracked by Wall St. Rank held Ingevity as of Q2 2026.

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