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
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 $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return