Institute for Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

Institute for Wealth Management’s Portfolio SBLK Stock Details SBLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.9K	Buy	+1,960	New	+$50.7K	﹤0.01%	878
2024 Q3	–	Sell	-16,822	Closed	-$410K	–	555
2024 Q2	$410K	Buy	16,822 +3,132	+23%	+$77.9K	0.06%	324
2024 Q1	$327K	Buy	13,690 +3,018	+28%	+$68.4K	0.04%	372
2023 Q4	$227K	Hold	10,672	–	–	0.04%	430
2023 Q3	$206K	Buy	+10,672	New	+$190K	0.04%	429

Other funds holding SBLK

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $278M AUM

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

Institute for Wealth Management opened a new position in Star Bulk Carriers (SBLK) in Q2 2026: 1,960 shares worth $48.9K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SBLK as recently as Q2 2024.

Institute for Wealth Management first reported a position in SBLK in Q3 2023 and has held it in 5 quarters since. The position peaked at $410K in Q2 2024. 202 funds tracked by Wall St. Rank hold SBLK as of Q2 2026.

Institute for Wealth Management held 1,960 shares of Star Bulk Carriers worth $48.9K as of Q2 2026.
Star Bulk Carriers was a new Institute for Wealth Management position in Q2 2026.
Star Bulk Carriers made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #878 holding.
Institute for Wealth Management first reported a position in Star Bulk Carriers in Q3 2023 and has held it in 5 quarters since.
Institute for Wealth Management's Star Bulk Carriers position peaked at $410K in Q2 2024.
202 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2026.

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