WA
QUAD icon

Wealth Architects’s Quad QUAD Stock Holding History

Wealth Architects’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$423K Hold
50,227
– – 0.03% 164
2026
Q1 		$332K Hold
50,227
– – 0.03% 170
2025
Q4 		$315K Hold
50,227
– – 0.03% 175
2025
Q3 		$314K Sell
50,227
-2
-0% -$12 0.03% 176
2025
Q2 		$284K Sell
50,229
-2
-0% -$11 0.03% 178
2025
Q1 		$274K Hold
50,231
– – 0.03% 185
2024
Q4 		$350K Hold
50,231
– – 0.04% 151
2024
Q3 		$228K Hold
50,231
– – 0.03% 196
2024
Q2 		$274K Buy
50,231
+26
+0.1% +$128 0.03% 174
2024
Q1 		$267K Buy
+50,205
New +$271K 0.04% 170

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Wealth Architects's QUAD Position: Q2 2026 in Review

Wealth Architects held its Quad (QUAD) position steady in Q2 2026 at 50,227 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #164.

Wealth Architects first reported a position in QUAD in Q1 2024 and has held it in 10 quarters since. 146 funds tracked by Wall St. Rank hold QUAD as of Q2 2026.

  • Wealth Architects held 50,227 shares of Quad worth $423K as of Q2 2026.
  • Wealth Architects left its Quad share count unchanged in Q2 2026.
  • Quad made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #164 holding.
  • Wealth Architects first reported a position in Quad in Q1 2024 and has held it in 10 quarters since.
  • 146 funds tracked by Wall St. Rank held Quad as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.