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Institute for Wealth Management’s New York Times NYT Stock Holding History

Institute for Wealth Management’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Sell
3,035
-997
-25% -$76.9K 0.02% 504
2026
Q1 		$338K Sell
4,032
-623
-13% -$47.1K 0.04% 398
2025
Q4 		$323K Sell
4,655
-913
-16% -$56.6K 0.03% 417
2025
Q3 		$320K Buy
+5,568
New +$318K 0.03% 436

Other funds holding NYT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Institute for Wealth Management reduced its New York Times (NYT) stake by 25% in Q2 2026, selling an estimated $76.9K and leaving 3,035 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #504.

Institute for Wealth Management first reported a position in NYT in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q1 2026. 628 funds tracked by Wall St. Rank hold NYT as of Q2 2026.

  • Institute for Wealth Management held 3,035 shares of New York Times worth $212K as of Q2 2026.
  • Institute for Wealth Management sold 997 New York Times shares in Q2 2026, an estimated $76.9K.
  • New York Times made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Institute for Wealth Management first reported a position in New York Times in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's New York Times position peaked at $338K in Q1 2026.
  • 628 funds tracked by Wall St. Rank held New York Times as of Q2 2026.

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