RWM
IMOS

Ritholtz Wealth Management’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Ritholtz Wealth Management’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575K Buy
+8,949
New +$473K 0.01% 803
2024
Q4 		– Sell
-16,374
Closed -$383K – 878
2024
Q3 		$383K Sell
16,374
-4,965
-23% -$118K 0.01% 638
2024
Q2 		$557K Sell
21,339
-1,400
-6% -$39.1K 0.02% 485
2024
Q1 		$715K Buy
22,739
+1,386
+6% +$39.4K 0.02% 446
2023
Q4 		$581K Sell
21,353
-93
-0.4% -$2.34K 0.02% 459
2023
Q3 		$494K Sell
21,446
-303
-1% -$7.04K 0.02% 460
2023
Q2 		$515K Sell
21,749
-1,117
-5% -$28K 0.02% 428
2023
Q1 		$574K Sell
22,866
-22,142
-49% -$518K 0.03% 373
2022
Q4 		$965K Buy
45,008
+26,475
+143% +$544K 0.05% 241
2022
Q3 		$343K Sell
18,533
-19,724
-52% -$445K 0.02% 504
2022
Q2 		$956K Sell
38,257
-11,100
-22% -$361K 0.06% 191
2022
Q1 		$1.75M Buy
49,357
+12,957
+36% +$451K 0.12% 105
2021
Q4 		$1.28M Buy
36,400
+3,647
+11% +$121K 0.08% 126
2021
Q3 		$1.12M Buy
32,753
+8,495
+35% +$329K 0.08% 126
2021
Q2 		$824K Buy
24,258
+4,367
+22% +$144K 0.06% 177
2021
Q1 		$629K Buy
19,891
+3,373
+20% +$90.3K 0.05% 173
2020
Q4 		$402K Sell
16,518
-4,070
-20% -$88.2K 0.04% 202
2020
Q3 		$397K Sell
20,588
-8,131
-28% -$168K 0.04% 163
2020
Q2 		$651K Buy
28,719
+13,877
+93% +$284K 0.08% 90
2020
Q1 		$260K Buy
+14,842
New +$297K 0.04% 120

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
XC
XY Capital Central, Hong Kong $104M AUM 8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Ritholtz Wealth Management's IMOS Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in ChipMOS TECHNOLOGIES (IMOS) in Q2 2026: 8,949 shares worth $575K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in IMOS as recently as Q3 2024.

Ritholtz Wealth Management first reported a position in IMOS in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.75M in Q1 2022. 92 funds tracked by Wall St. Rank hold IMOS as of Q2 2026.

  • Ritholtz Wealth Management held 8,949 shares of ChipMOS TECHNOLOGIES worth $575K as of Q2 2026.
  • ChipMOS TECHNOLOGIES was a new Ritholtz Wealth Management position in Q2 2026.
  • ChipMOS TECHNOLOGIES made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #803 holding.
  • Ritholtz Wealth Management first reported a position in ChipMOS TECHNOLOGIES in Q1 2020 and has held it in 20 quarters since.
  • Ritholtz Wealth Management's ChipMOS TECHNOLOGIES position peaked at $1.75M in Q1 2022.
  • 92 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.