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Waverton Investment Management’s Interactive Brokers IBKR Stock Holding History

Waverton Investment Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,922,936
Closed -$339M – 47
2025
Q3 		$339M Buy
4,922,936
+481,693
+11% +$30.3M 4.36% 6
2025
Q2 		$246M Buy
4,441,243
+3,651,079
+462% +$173M 3.39% 15
2025
Q1 		$32.7M Sell
790,164
-14,336
-2% -$710K 0.51% 40
2024
Q4 		$35.5M Buy
804,500
+31,104
+4% +$1.31M 0.57% 35
2024
Q3 		$26.9M Buy
+773,396
New +$23.9M 0.44% 40

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waverton Investment Management's IBKR Position: Q4 2025 in Review

Waverton Investment Management sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 4,922,936 shares — an estimated $339M sold.

Waverton Investment Management first reported a position in IBKR in Q3 2024 and held it in 5 quarters. The position peaked at $339M in Q3 2025. 976 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Waverton Investment Management reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 4,922,936 Interactive Brokers shares in Q4 2025, an estimated $339M.
  • Waverton Investment Management first reported a position in Interactive Brokers in Q3 2024 and held it in 5 quarters.
  • Waverton Investment Management's Interactive Brokers position peaked at $339M in Q3 2025.
  • 976 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.