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Navellier & Associates’s Interactive Brokers IBKR Stock Holding History

Navellier & Associates’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
Q2 		$1.11M Buy
12,807
+1,903
+17% +$158K 0.09% 166
2026
Q1 		$731K Sell
10,904
-398
-4% -$28.4K 0.08% 169
2025
Q4 		$727K Sell
11,302
-4,113
-27% -$275K 0.08% 176
2025
Q3 		$1.06M Buy
15,415
+2,997
+24% +$189K 0.11% 175
2025
Q2 		$688K Sell
12,418
-98
-0.8% -$4.65K 0.09% 178
2025
Q1 		$562K Sell
12,516
-4,200
-25% -$208K 0.08% 200
2024
Q4 		$738K Buy
16,716
+3,880
+30% +$163K 0.09% 202
2024
Q3 		$447K Sell
12,836
-3,956
-24% -$122K 0.06% 233
2024
Q2 		$515K Sell
16,792
-440
-3% -$13.1K 0.06% 239
2024
Q1 		$481K Buy
17,232
+492
+3% +$12.3K 0.06% 245
2023
Q4 		$347K Buy
16,740
+376
+2% +$7.7K 0.05% 257
2023
Q3 		$354K Buy
16,364
+4,696
+40% +$104K 0.06% 237
2023
Q2 		$242K Buy
+11,668
New +$230K 0.05% 237

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Navellier & Associates's IBKR Position: Q2 2026 in Review

Navellier & Associates increased its Interactive Brokers (IBKR) stake by 17% in Q2 2026, buying an estimated $158K and bringing the position to 12,807 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #166.

Navellier & Associates first reported a position in IBKR in Q2 2023 and has held it in 13 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Navellier & Associates held 12,807 shares of Interactive Brokers worth $1.11M as of Q2 2026.
  • Navellier & Associates bought 1,903 Interactive Brokers shares in Q2 2026, an estimated $158K.
  • Interactive Brokers made up 0.09% of Navellier & Associates's portfolio in Q2 2026, its #166 holding.
  • Navellier & Associates first reported a position in Interactive Brokers in Q2 2023 and has held it in 13 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.