MWM
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Moran Wealth Management’s Interactive Brokers IBKR Stock Holding History

Moran Wealth 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 		$11.1M Buy
165,986
+63,993
+63% +$4.57M 0.34% 94
2025
Q4 		$6.56M Sell
101,993
-5,697
-5% -$381K 0.2% 154
2025
Q3 		$7.41M Sell
107,690
-2,684
-2% -$169K 0.22% 131
2025
Q2 		$6.12M Buy
+110,374
New +$5.24M 0.19% 151

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 $15.1B AUM 23.54% 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

Moran Wealth Management's IBKR Position: Q1 2026 in Review

Moran Wealth Management increased its Interactive Brokers (IBKR) stake by 63% in Q1 2026, buying an estimated $4.57M and bringing the position to 165,986 shares worth $11.1M. The position accounts for 0.34% of the portfolio, ranked #94.

Moran Wealth Management first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Moran Wealth Management held 165,986 shares of Interactive Brokers worth $11.1M as of Q1 2026.
  • Moran Wealth Management bought 63,993 Interactive Brokers shares in Q1 2026, an estimated $4.57M.
  • Interactive Brokers made up 0.34% of Moran Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Moran Wealth Management first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.