NewEdge Advisors’s Information Services Group III Stock Holding History

NewEdge Advisors’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 Q2	$3.19K	Buy	776 +110	+17%	+$460	﹤0.01%	3829
2026 Q1	$2.56K	Sell	666 -1,539	-70%	-$7.57K	﹤0.01%	3756
2025 Q4	$12.7K	Sell	2,205 -18,795	-90%	-$105K	﹤0.01%	3396
2025 Q3	$121K	Sell	21,000 -10,668	-34%	-$53K	﹤0.01%	2543
2025 Q2	$152K	Buy	31,668 +10,458	+49%	+$45K	﹤0.01%	2296
2025 Q1	$82.9K	Buy	+21,210	New	+$69.6K	﹤0.01%	2356
2022 Q1	–	Sell	-22,932	Closed	-$174K	–	1371
2021 Q4	$174K	Buy	+22,932	New	+$185K	﹤0.01%	1543

Other funds holding III

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

NewEdge Advisors's III Position: Q2 2026 in Review

NewEdge Advisors increased its Information Services Group (III) stake by 17% in Q2 2026, buying an estimated $460 and bringing the position to 776 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3829.

NewEdge Advisors first reported a position in III in Q4 2021 and has held it in 7 quarters since. The position peaked at $174K in Q4 2021. 101 funds tracked by Wall St. Rank hold III as of Q2 2026.

NewEdge Advisors held 776 shares of Information Services Group worth $3.19K as of Q2 2026.
NewEdge Advisors bought 110 Information Services Group shares in Q2 2026, an estimated $460.
Information Services Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3829 holding.
NewEdge Advisors first reported a position in Information Services Group in Q4 2021 and has held it in 7 quarters since.
NewEdge Advisors's Information Services Group position peaked at $174K in Q4 2021.
101 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

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