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Meeder Asset Management’s Interactive Brokers IBKR Stock Holding History

Meeder Asset Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$522K Sell
7,787
-10,705
-58% -$764K 0.03% 222
2025
Q4 		$1.19M Buy
18,492
+17,367
+1,544% +$1.16M 0.06% 144
2025
Q3 		$77.4K Buy
1,125
+753
+202% +$47.4K ﹤0.01% 281
2025
Q2 		$20.6K Buy
372
+4
+1% +$190 ﹤0.01% 514
2025
Q1 		$15.2K Buy
368
+152
+70% +$7.53K ﹤0.01% 582
2024
Q4 		$9.54K Buy
+216
New +$9.09K ﹤0.01% 709
2024
Q1 		– Sell
-10,140
Closed -$210K – 759
2023
Q4 		$210K Buy
+10,140
New +$208K 0.02% 301
2022
Q4 		– Sell
-392
Closed -$6K – 1341
2022
Q3 		$6K Sell
392
-856
-69% -$13.2K ﹤0.01% 1507
2022
Q2 		$17K Buy
1,248
+920
+280% +$13.7K ﹤0.01% 1192
2022
Q1 		$5K Buy
328
+52
+19% +$895 ﹤0.01% 1797
2021
Q4 		$5K Buy
276
+52
+23% +$968 ﹤0.01% 862
2021
Q3 		$3K Hold
224
– – ﹤0.01% 2082
2021
Q2 		$4K Buy
224
+88
+65% +$1.52K ﹤0.01% 2015
2021
Q1 		$2K Hold
136
– – ﹤0.01% 2081
2020
Q4 		$2K Hold
136
– – ﹤0.01% 1489
2020
Q3 		$2K Sell
136
-16
-11% -$200 ﹤0.01% 1840
2020
Q2 		$2K Buy
+152
New +$1.59K ﹤0.01% 1767
2018
Q3 		– Sell
-13,824
Closed -$223K – 1608
2018
Q2 		$223K Buy
13,824
+11,836
+595% +$214K 0.02% 497
2018
Q1 		$33K Buy
+1,988
New +$32.9K ﹤0.01% 766
2017
Q2 		– Sell
-736
Closed -$6K – 1756
2017
Q1 		$6K Buy
+736
New +$6.85K ﹤0.01% 1007
2016
Q2 		– Sell
-252
Closed -$2K – 917
2016
Q1 		$2K Buy
+252
New +$2.22K ﹤0.01% 814
2015
Q4 		– Sell
-113,364
Closed -$1.12M – 827
2015
Q3 		$1.12M Buy
+113,364
New +$1.17M 0.11% 190

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Meeder Asset Management's IBKR Position: Q1 2026 in Review

Meeder Asset Management reduced its Interactive Brokers (IBKR) stake by 58% in Q1 2026, selling an estimated $764K and leaving 7,787 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #222.

Meeder Asset Management first reported a position in IBKR in Q3 2015 and has held it in 22 quarters since. The position peaked at $1.19M in Q4 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Meeder Asset Management held 7,787 shares of Interactive Brokers worth $522K as of Q1 2026.
  • Meeder Asset Management sold 10,705 Interactive Brokers shares in Q1 2026, an estimated $764K.
  • Interactive Brokers made up 0.03% of Meeder Asset Management's portfolio in Q1 2026, its #222 holding.
  • Meeder Asset Management first reported a position in Interactive Brokers in Q3 2015 and has held it in 22 quarters since.
  • Meeder Asset Management's Interactive Brokers position peaked at $1.19M in Q4 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.