Stephens Consulting’s Aimco AIV Stock Holding History

Stephens Consulting’s Portfolio AIV Stock Details AIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-90	Closed	-$792	–	1214
2025 Q1	$792	Buy	+90	New	+$799	﹤0.01%	756

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALM

Argosy-Lionbridge Management New York $143M AUM 10.07% 1-Year Est. Return

Stephens Consulting's AIV Position: Q2 2025 in Review

Stephens Consulting sold out of Aimco (AIV) in Q2 2025, closing a stake of 90 shares — an estimated $792 sold.

Stephens Consulting first reported a position in AIV in Q1 2025 and held it in 1 quarter. The position peaked at $792 in Q1 2025. 210 funds tracked by Wall St. Rank hold AIV as of Q2 2025.

Stephens Consulting reported no remaining Aimco position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 90 Aimco shares in Q2 2025, an estimated $792.
Stephens Consulting first reported a position in Aimco in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Aimco position peaked at $792 in Q1 2025.
210 funds tracked by Wall St. Rank held Aimco as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.