OQS
IBKR icon

Occudo Quantitative Strategies’s Interactive Brokers IBKR Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-15,869
Closed -$1.26M – 857
2026
Q1 		$1.26M Buy
+15,869
New +$1.13M 0.07% 353
2022
Q1 		– Sell
-69,768
Closed -$1.39M – 1216
2021
Q4 		$1.39M Sell
69,768
-68,740
-50% -$1.28M 0.12% 251
2021
Q3 		$2.16M Buy
138,508
+118,220
+583% +$1.86M 0.26% 79
2021
Q2 		$333K Buy
+20,288
New +$351K 0.05% 558

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

Occudo Quantitative Strategies's IBKR Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 15,869 shares — an estimated $1.26M sold.

Occudo Quantitative Strategies first reported a position in IBKR in Q2 2021 and held it in 4 quarters. The position peaked at $2.16M in Q3 2021. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 15,869 Interactive Brokers shares in Q2 2026, an estimated $1.26M.
  • Occudo Quantitative Strategies first reported a position in Interactive Brokers in Q2 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Interactive Brokers position peaked at $2.16M in Q3 2021.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.