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Institute for Wealth Management’s QuantumScape Corp QS Stock Holding History

Institute for Wealth Management’s Portfolio QS Stock Details QS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51K Buy
+200
New +$1.5K ﹤0.01% 1627
2024
Q2 		– Sell
-11,600
Closed -$73K – 518
2024
Q1 		$73K Buy
+11,600
New +$78K 0.01% 503

Other funds holding QS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in QuantumScape Corp (QS) in Q2 2026: 200 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #1627 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in QS as recently as Q1 2024.

Institute for Wealth Management first reported a position in QS in Q1 2024 and has held it in 2 quarters since. The position peaked at $73K in Q1 2024. 452 funds tracked by Wall St. Rank hold QS as of Q2 2026.

  • Institute for Wealth Management held 200 shares of QuantumScape Corp worth $1.51K as of Q2 2026.
  • QuantumScape Corp was a new Institute for Wealth Management position in Q2 2026.
  • QuantumScape Corp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1627 holding.
  • Institute for Wealth Management first reported a position in QuantumScape Corp in Q1 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's QuantumScape Corp position peaked at $73K in Q1 2024.
  • 452 funds tracked by Wall St. Rank held QuantumScape Corp as of Q2 2026.

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