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Ritholtz Wealth Management’s Information Services Group III Stock Holding History

Ritholtz Wealth Management’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
Q1 		$755K Sell
196,720
-342,512
-64% -$1.69M 0.01% 640
2025
Q4 		$3.12M Buy
539,232
+219,723
+69% +$1.23M 0.06% 242
2025
Q3 		$1.84M Buy
319,509
+148,827
+87% +$740K 0.04% 352
2025
Q2 		$819K Buy
+170,682
New +$735K 0.02% 502
2024
Q1 		– Sell
-12,382
Closed -$58.3K – 809
2023
Q4 		$58.3K Buy
12,382
+1,460
+13% +$6.38K ﹤0.01% 748
2023
Q3 		$47.8K Buy
+10,922
New +$54.6K ﹤0.01% 695
2022
Q4 		– Sell
-12,243
Closed -$58K – 656
2022
Q3 		$58K Sell
12,243
-6,369
-34% -$39.6K ﹤0.01% 702
2022
Q2 		$126K Sell
18,612
-24,116
-56% -$152K 0.01% 519
2022
Q1 		$291K Sell
42,728
-9,590
-18% -$67.6K 0.02% 423
2021
Q4 		$399K Buy
52,318
+1,825
+4% +$14.7K 0.02% 352
2021
Q3 		$363K Buy
50,493
+21,123
+72% +$141K 0.03% 337
2021
Q2 		$172K Buy
29,370
+14,157
+93% +$73.3K 0.01% 472
2021
Q1 		$67K Buy
15,213
+4,544
+43% +$17.4K 0.01% 441
2020
Q4 		$35K Buy
+10,669
New +$27.9K ﹤0.01% 389
2020
Q2 		– Sell
-16,196
Closed -$42K – 299
2020
Q1 		$42K Buy
+16,196
New +$45.1K 0.01% 168

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Ritholtz Wealth Management's III Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Information Services Group (III) stake by 64% in Q1 2026, selling an estimated $1.69M and leaving 196,720 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #640.

Ritholtz Wealth Management first reported a position in III in Q1 2020 and has held it in 15 quarters since. The position peaked at $3.12M in Q4 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • Ritholtz Wealth Management held 196,720 shares of Information Services Group worth $755K as of Q1 2026.
  • Ritholtz Wealth Management sold 342,512 Information Services Group shares in Q1 2026, an estimated $1.69M.
  • Information Services Group made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #640 holding.
  • Ritholtz Wealth Management first reported a position in Information Services Group in Q1 2020 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Information Services Group position peaked at $3.12M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.