Steward Partners Investment Advisory’s Ichor Holdings ICHR Stock Holding History

Steward Partners Investment Advisory’s Portfolio ICHR Stock Details ICHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124K	Buy	2,654 +1,241	+88%	+$48.3K	﹤0.01%	2259
2025 Q4	$26K	Buy	+1,413	New	+$26.2K	﹤0.01%	3024
2023 Q1	–	Sell	-100	Closed	-$2.68K	–	3361
2022 Q4	$2.68K	Hold	100	–	–	﹤0.01%	2954
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	3021
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	2916
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	2952
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	2818
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	2866
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	6536
2021 Q1	$5.38K	Hold	100	–	–	﹤0.01%	2991
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2630
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	2573
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	2386
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	2383
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	2355
2019 Q3	$2K	Sell	100 -600	-86%	-$14.2K	﹤0.01%	2432
2019 Q2	$16K	Buy	+700	New	+$16.4K	﹤0.01%	1788
2018 Q4	–	Sell	-300	Closed	-$6K	–	1395
2018 Q3	$6K	Hold	300	–	–	﹤0.01%	2061
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	1931
2018 Q1	$7K	Buy	+300	New	+$8.17K	﹤0.01%	1691

Other funds holding ICHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's ICHR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Ichor Holdings (ICHR) stake by 88% in Q1 2026, buying an estimated $48.3K and bringing the position to 2,654 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Steward Partners Investment Advisory first reported a position in ICHR in Q1 2018 and has held it in 20 quarters since. 251 funds tracked by Wall St. Rank hold ICHR as of Q1 2026.

Steward Partners Investment Advisory held 2,654 shares of Ichor Holdings worth $124K as of Q1 2026.
Steward Partners Investment Advisory bought 1,241 Ichor Holdings shares in Q1 2026, an estimated $48.3K.
Ichor Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2259 holding.
Steward Partners Investment Advisory first reported a position in Ichor Holdings in Q1 2018 and has held it in 20 quarters since.
251 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.