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Obermeyer Wealth Partners’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Obermeyer Wealth Partners’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,601
Closed -$227K – 303
2025
Q4 		$227K Hold
4,601
– – 0.01% 269
2025
Q3 		$234K Hold
4,601
– – 0.01% 266
2025
Q2 		$250K Buy
+4,601
New +$242K 0.01% 244

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Obermeyer Wealth Partners's INDY Position: Q1 2026 in Review

Obermeyer Wealth Partners sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q1 2026, closing a stake of 4,601 shares — an estimated $227K sold.

Obermeyer Wealth Partners first reported a position in INDY in Q2 2025 and held it in 3 quarters. The position peaked at $250K in Q2 2025. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Obermeyer Wealth Partners reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q1 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,601 iShares S&P India Nifty 50 Index Fund shares in Q1 2026, an estimated $227K.
  • Obermeyer Wealth Partners first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2025 and held it in 3 quarters.
  • Obermeyer Wealth Partners's iShares S&P India Nifty 50 Index Fund position peaked at $250K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.