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Institute for Wealth Management’s Quad QUAD Stock Holding History

Institute for Wealth Management’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36,179
Closed -$239K – 1777
2026
Q1 		$239K Hold
36,179
– – 0.03% 481
2025
Q4 		$227K Hold
36,179
– – 0.02% 507
2025
Q3 		$226K Hold
36,179
– – 0.02% 520
2025
Q2 		$204K Hold
36,179
– – 0.02% 536
2025
Q1 		$197K Hold
36,179
– – 0.03% 510
2024
Q4 		$252K Buy
36,179
+23,601
+188% +$160K 0.03% 441
2024
Q3 		$57.1K Buy
+12,578
New +$62.1K 0.01% 549

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Institute for Wealth Management sold out of Quad (QUAD) in Q2 2026, closing a stake of 36,179 shares — an estimated $239K sold.

Institute for Wealth Management first reported a position in QUAD in Q3 2024 and held it in 7 quarters. The position peaked at $252K in Q4 2024. 146 funds tracked by Wall St. Rank hold QUAD as of Q2 2026.

  • Institute for Wealth Management reported no remaining Quad position as of Q2 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 36,179 Quad shares in Q2 2026, an estimated $239K.
  • Institute for Wealth Management first reported a position in Quad in Q3 2024 and held it in 7 quarters.
  • Institute for Wealth Management's Quad position peaked at $252K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Quad as of Q2 2026.

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