IFWM
PARA

Institute for Wealth Management’s Paramount Global Class B PARA Stock Holding History

Institute for Wealth Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,582
Closed -$395K – 596
2025
Q2 		$395K Sell
30,582
-1,100
-3% -$12.9K 0.04% 365
2025
Q1 		$379K Sell
31,682
-4,710
-13% -$52.7K 0.05% 358
2024
Q4 		$381K Sell
36,392
-23,003
-39% -$247K 0.05% 349
2024
Q3 		$631K Sell
59,395
-3,673
-6% -$39.9K 0.08% 250
2024
Q2 		$655K Buy
63,068
+20,395
+48% +$239K 0.09% 231
2024
Q1 		$502K Sell
42,673
-2,257
-5% -$28.4K 0.06% 291
2023
Q4 		$665K Buy
44,930
+13,438
+43% +$180K 0.11% 220
2023
Q3 		$406K Sell
31,492
-242
-0.8% -$3.58K 0.07% 291
2023
Q2 		$505K Buy
31,734
+652
+2% +$11.8K 0.09% 264
2023
Q1 		$693K Buy
31,082
+113
+0.4% +$2.42K 0.13% 198
2022
Q4 		$523K Sell
30,969
-11,046
-26% -$203K 0.11% 249
2022
Q3 		$800K Sell
42,015
-2,734
-6% -$65.6K 0.18% 154
2022
Q2 		$1.1M Buy
44,749
+1,797
+4% +$54.8K 0.22% 120
2022
Q1 		$1.62M Sell
42,952
-261
-0.6% -$8.89K 0.26% 96
2021
Q4 		$1.3M Buy
43,213
+949
+2% +$32.7K 0.21% 122
2021
Q3 		$1.67M Buy
42,264
+9,880
+31% +$403K 0.29% 84
2021
Q2 		$1.46M Sell
32,384
-1,038
-3% -$42.9K 0.26% 98
2021
Q1 		$1.51M Sell
33,422
-3,122
-9% -$191K 0.29% 92
2020
Q4 		$1.36M Sell
36,544
-4,666
-11% -$150K 0.27% 92
2020
Q3 		$1.15M Sell
41,210
-338
-0.8% -$9.05K 0.26% 100
2020
Q2 		$969K Buy
41,548
+1,542
+4% +$29.7K 0.24% 112
2020
Q1 		$560K Buy
40,006
+7,390
+23% +$212K 0.17% 164
2019
Q4 		$1.37M Buy
32,616
+12,877
+65% +$499K 0.31% 83
2019
Q3 		$797K Buy
19,739
+1,590
+9% +$74.4K 0.2% 146
2019
Q2 		$906K Sell
18,149
-198
-1% -$9.8K 0.2% 147
2019
Q1 		$872K Buy
+18,347
New +$894K 0.19% 150
2018
Q4 		– Sell
-10,060
Closed -$572K – 319
2018
Q3 		$572K Buy
+10,060
New +$555K 0.19% 148
2018
Q1 		– Sell
-8,093
Closed -$478K – 360
2017
Q4 		$478K Sell
8,093
-4,270
-35% -$246K 0.11% 231
2017
Q3 		$723K Hold
12,363
– – 0.24% 148
2017
Q2 		$790K Buy
+12,363
New +$791K 0.22% 147

Other funds holding PARA

HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Institute for Wealth Management's PARA Position: Q3 2025 in Review

Institute for Wealth Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 30,582 shares — an estimated $395K sold.

Institute for Wealth Management first reported a position in PARA in Q2 2017 and held it in 30 quarters. The position peaked at $1.67M in Q3 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Institute for Wealth Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 30,582 Paramount Global Class B shares in Q3 2025, an estimated $395K.
  • Institute for Wealth Management first reported a position in Paramount Global Class B in Q2 2017 and held it in 30 quarters.
  • Institute for Wealth Management's Paramount Global Class B position peaked at $1.67M in Q3 2021.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.