SSA
IA

Sierra Summit Advisors’s Innovative Solutions & Support IA Stock Holding History

Sierra Summit Advisors’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-48,672
Closed -$999K – 209
2026
Q1 		$999K Buy
+48,672
New +$1.13M 0.15% 102

Other funds holding IA

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Marshall Wace
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Sierra Summit Advisors's IA Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Innovative Solutions & Support (IA) in Q2 2026, closing a stake of 48,672 shares — an estimated $999K sold.

Sierra Summit Advisors first reported a position in IA in Q1 2026 and held it in 1 quarter. The position peaked at $999K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Sierra Summit Advisors reported no remaining Innovative Solutions & Support position as of Q2 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 48,672 Innovative Solutions & Support shares in Q2 2026, an estimated $999K.
  • Sierra Summit Advisors first reported a position in Innovative Solutions & Support in Q1 2026 and held it in 1 quarter.
  • Sierra Summit Advisors's Innovative Solutions & Support position peaked at $999K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.