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Kingswood Wealth Advisors’s IHS Holding IHS Stock Holding History

Kingswood Wealth Advisors’s Portfolio IHS Stock Details IHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-30,362
Closed -$250K – 1026
2026
Q1 		$250K Sell
30,362
-4,925
-14% -$39.5K 0.01% 796
2025
Q4 		$263K Sell
35,287
-51,321
-59% -$353K 0.01% 727
2025
Q3 		$591K Buy
86,608
+11,879
+16% +$79.4K 0.04% 443
2025
Q2 		$415K Buy
+74,729
New +$402K 0.03% 465

Other funds holding IHS

WS
Wendel SE Paris $519M AUM 48.2% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kingswood Wealth Advisors's IHS Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of IHS Holding (IHS) in Q2 2026, closing a stake of 30,362 shares — an estimated $250K sold.

Kingswood Wealth Advisors first reported a position in IHS in Q2 2025 and held it in 4 quarters. The position peaked at $591K in Q3 2025. 15 funds tracked by Wall St. Rank hold IHS as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining IHS Holding position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 30,362 IHS Holding shares in Q2 2026, an estimated $250K.
  • Kingswood Wealth Advisors first reported a position in IHS Holding in Q2 2025 and held it in 4 quarters.
  • Kingswood Wealth Advisors's IHS Holding position peaked at $591K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held IHS Holding as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.