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IA

NewEdge Advisors’s Innovative Solutions & Support IA Stock Holding History

NewEdge Advisors’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Sell
20,400
-500
-2% -$9.67K ﹤0.01% 2335
2026
Q1 		$429K Buy
20,900
+500
+2% +$11.6K ﹤0.01% 2106
2025
Q4 		$386K Hold
20,400
– – ﹤0.01% 2147
2025
Q3 		$255K Buy
20,400
+7,722
+61% +$108K ﹤0.01% 2278
2025
Q2 		$176K Sell
12,678
-115
-0.9% -$1.04K ﹤0.01% 2256
2025
Q1 		$80.5K Sell
12,793
-11,682
-48% -$101K ﹤0.01% 2373
2024
Q4 		$209K Buy
24,475
+1,709
+8% +$12.8K ﹤0.01% 2071
2024
Q3 		$148K Buy
22,766
+3,201
+16% +$20.4K ﹤0.01% 2072
2024
Q2 		$117K Buy
+19,565
New +$124K ﹤0.01% 2071
2023
Q3 		– Sell
-268
Closed -$1.92K – 3565
2023
Q2 		$1.92K Sell
268
-623
-70% -$4.29K ﹤0.01% 3107
2023
Q1 		$6.54K Sell
891
-5,753
-87% -$46.4K ﹤0.01% 2693
2022
Q4 		$47.3K Buy
+6,644
New +$58.6K ﹤0.01% 1743

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

NewEdge Advisors's IA Position: Q2 2026 in Review

NewEdge Advisors reduced its Innovative Solutions & Support (IA) stake by 2.4% in Q2 2026, selling an estimated $9.67K and leaving 20,400 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

NewEdge Advisors first reported a position in IA in Q4 2022 and has held it in 12 quarters since. The position peaked at $429K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • NewEdge Advisors held 20,400 shares of Innovative Solutions & Support worth $367K as of Q2 2026.
  • NewEdge Advisors sold 500 Innovative Solutions & Support shares in Q2 2026, an estimated $9.67K.
  • Innovative Solutions & Support made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2335 holding.
  • NewEdge Advisors first reported a position in Innovative Solutions & Support in Q4 2022 and has held it in 12 quarters since.
  • NewEdge Advisors's Innovative Solutions & Support position peaked at $429K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.