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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
Q2 		$120K Buy
29,300
+184
+0.6% +$769 0.11% 142
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

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Unified Investment Management's III Position: Q2 2026 in Review

Unified Investment Management increased its Information Services Group (III) stake by 0.63% in Q2 2026, buying an estimated $769 and bringing the position to 29,300 shares worth $120K. The position accounts for 0.11% of the portfolio, ranked #142.

Unified Investment Management first reported a position in III in Q4 2024 and has held it in 7 quarters since. The position peaked at $183K in Q3 2025. 24 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Unified Investment Management held 29,300 shares of Information Services Group worth $120K as of Q2 2026.
  • Unified Investment Management bought 184 Information Services Group shares in Q2 2026, an estimated $769.
  • Information Services Group made up 0.11% of Unified Investment Management's portfolio in Q2 2026, its #142 holding.
  • Unified Investment Management first reported a position in Information Services Group in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Information Services Group position peaked at $183K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.