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Morningstar Investment Management’s Interactive Brokers IBKR Stock Holding History

Morningstar Investment 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 		– Sell
-10,449
Closed -$672K – 344
2025
Q4 		$672K Hold
10,449
– – 0.04% 251
2025
Q3 		$719K Buy
+10,449
New +$657K 0.03% 401

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $2.74B AUM 36.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morningstar Investment Management's IBKR Position: Q1 2026 in Review

Morningstar Investment Management sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 10,449 shares — an estimated $672K sold.

Morningstar Investment Management first reported a position in IBKR in Q3 2025 and held it in 2 quarters. The position peaked at $719K in Q3 2025. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Morningstar Investment Management reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 10,449 Interactive Brokers shares in Q1 2026, an estimated $672K.
  • Morningstar Investment Management first reported a position in Interactive Brokers in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Interactive Brokers position peaked at $719K in Q3 2025.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.