Picton Mahoney Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Picton Mahoney Asset Management’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Hold	2,200	–	–	﹤0.01%	865
2026 Q1	$255K	Buy	2,200 +500	+29%	+$56.8K	﹤0.01%	833
2025 Q4	$184K	Sell	1,700 -300	-15%	-$33.5K	﹤0.01%	811
2025 Q3	$222K	Buy	2,000 +600	+43%	+$64.7K	﹤0.01%	656
2025 Q2	$146K	Buy	1,400 +200	+17%	+$20.5K	﹤0.01%	603
2025 Q1	$121K	Buy	1,200 +300	+33%	+$30K	﹤0.01%	424
2024 Q4	$87K	Buy	+900	New	+$90.7K	﹤0.01%	381
2024 Q1	–	Sell	-4,300	Closed	-$343K	–	432
2023 Q4	$343K	Buy	4,300 +2,420	+129%	+$185K	0.01%	282
2023 Q3	$138K	Buy	+1,880	New	+$151K	﹤0.01%	283

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Picton Mahoney Asset Management's IDU Position: Q2 2026 in Review

Picton Mahoney Asset Management held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 2,200 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Picton Mahoney Asset Management first reported a position in IDU in Q3 2023 and has held it in 9 quarters since. The position peaked at $343K in Q4 2023. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Picton Mahoney Asset Management held 2,200 shares of iShares US Utilities ETF worth $252K as of Q2 2026.
Picton Mahoney Asset Management left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #865 holding.
Picton Mahoney Asset Management first reported a position in iShares US Utilities ETF in Q3 2023 and has held it in 9 quarters since.
Picton Mahoney Asset Management's iShares US Utilities ETF position peaked at $343K in Q4 2023.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.