Unified Investment Management’s Information Services Group III Stock Holding History

Unified Investment Management’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112K	Sell	29,116 -2,458	-8%	-$12.1K	0.11%	131
2025 Q4	$182K	Sell	31,574 -300	-0.9%	-$1.68K	0.18%	134
2025 Q3	$183K	Sell	31,874 -1,800	-5%	-$8.95K	0.18%	131
2025 Q2	$162K	Sell	33,674 -3,500	-9%	-$15.1K	0.17%	122
2025 Q1	$145K	Hold	37,174	–	–	0.17%	114
2024 Q4	$124K	Buy	+37,174	New	+$124K	0.14%	110

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Unified Investment Management's III Position: Q1 2026 in Review

Unified Investment Management reduced its Information Services Group (III) stake by 7.8% in Q1 2026, selling an estimated $12.1K and leaving 29,116 shares worth $112K. The position accounts for 0.11% of the portfolio, ranked #131.

Unified Investment Management first reported a position in III in Q4 2024 and has held it in 6 quarters since. The position peaked at $183K in Q3 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

Unified Investment Management held 29,116 shares of Information Services Group worth $112K as of Q1 2026.
Unified Investment Management sold 2,458 Information Services Group shares in Q1 2026, an estimated $12.1K.
Information Services Group made up 0.11% of Unified Investment Management's portfolio in Q1 2026, its #131 holding.
Unified Investment Management first reported a position in Information Services Group in Q4 2024 and has held it in 6 quarters since.
Unified Investment Management's Information Services Group position peaked at $183K in Q3 2025.
143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.