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Institute for Wealth Management’s ODDITY Tech ODD Stock Holding History

Institute for Wealth Management’s Portfolio ODD Stock Details ODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$123K Buy
+8,111
New +$109K 0.01% 634
2026
Q1 		– Sell
-8,111
Closed -$326K – 570
2025
Q4 		$326K Buy
+8,111
New +$367K 0.03% 416

Other funds holding ODD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in ODDITY Tech (ODD) in Q2 2026: 8,111 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ODD as recently as Q4 2025.

Institute for Wealth Management first reported a position in ODD in Q4 2025 and has held it in 2 quarters since. The position peaked at $326K in Q4 2025. 138 funds tracked by Wall St. Rank hold ODD as of Q2 2026.

  • Institute for Wealth Management held 8,111 shares of ODDITY Tech worth $123K as of Q2 2026.
  • ODDITY Tech was a new Institute for Wealth Management position in Q2 2026.
  • ODDITY Tech made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #634 holding.
  • Institute for Wealth Management first reported a position in ODDITY Tech in Q4 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's ODDITY Tech position peaked at $326K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held ODDITY Tech as of Q2 2026.

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