Moran Wealth Management’s Information Services Group III Stock Holding History

Moran Wealth Management’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$99.2K	Buy	+17,930	New	+$84.9K	﹤0.01%	492

Other funds holding III

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Moran Wealth Management's III Position: Q3 2026 in Review

Moran Wealth Management opened a new position in Information Services Group (III) in Q3 2026: 17,930 shares worth $99.2K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings.

39 funds tracked by Wall St. Rank hold III as of Q3 2026.

Moran Wealth Management held 17,930 shares of Information Services Group worth $99.2K as of Q3 2026.
Information Services Group was a new Moran Wealth Management position in Q3 2026.
Information Services Group made up ﹤0.01% of Moran Wealth Management's portfolio in Q3 2026, its #492 holding.
39 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.