UPS
IDE

UHLMANN PRICE SECURITIES’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$320K Buy
25,627
+564
+2% +$7.43K 0.02% 183
2025
Q4 		$308K Buy
25,063
+612
+3% +$7.35K 0.18% 126
2025
Q3 		$297K Buy
24,451
+4,157
+20% +$50.2K 0.18% 125
2025
Q2 		$237K Sell
20,294
-3,159
-13% -$34.3K 0.17% 149
2025
Q1 		$248K Buy
23,453
+653
+3% +$6.83K 0.18% 135
2024
Q4 		$231K Sell
22,800
-270
-1% -$2.99K 0.17% 139
2024
Q3 		$260K Buy
+23,070
New +$244K 0.21% 129

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return