P
IDE

&Partners’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

&Partners’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$764K Buy
55,179
+5,333
+11% +$72.4K ﹤0.01% 1587
2026
Q1 		$622K Buy
49,846
+4,846
+11% +$63.9K ﹤0.01% 1576
2025
Q4 		$554K Buy
+45,000
New +$540K ﹤0.01% 1551
2019
Q1 		– Sell
-42,026
Closed -$418K – 150
2018
Q4 		$418K Buy
+42,026
New +$545K 0.7% 46

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

&Partners's IDE Position: Q2 2026 in Review

&Partners increased its Voya Infrastructure, Industrials and Materials Fund (IDE) stake by 11% in Q2 2026, buying an estimated $72.4K and bringing the position to 55,179 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

&Partners first reported a position in IDE in Q4 2018 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold IDE as of Q2 2026.

  • &Partners held 55,179 shares of Voya Infrastructure, Industrials and Materials Fund worth $764K as of Q2 2026.
  • &Partners bought 5,333 Voya Infrastructure, Industrials and Materials Fund shares in Q2 2026, an estimated $72.4K.
  • Voya Infrastructure, Industrials and Materials Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1587 holding.
  • &Partners first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2018 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.