Wealth Effects’s Iridium Communications IRDM Stock Holding History

Wealth Effects’s Portfolio IRDM Stock Details IRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$455K	Hold	9,500	–	–	0.12%	144
2026 Q2	$521K	Sell	9,500 -500	-5%	-$21.4K	0.14%	125
2026 Q1	$277K	Hold	10,000	–	–	0.1%	170
2025 Q4	$174K	Sell	10,000 -5,612	-36%	-$99.2K	0.05%	204
2025 Q3	$273K	Sell	15,612 -6,495	-29%	-$160K	0.09%	170
2025 Q2	$667K	Buy	22,107 +7,602	+52%	+$198K	0.25%	80
2025 Q1	$396K	Sell	14,505 -2,497	-15%	-$73.2K	0.17%	115
2024 Q4	$493K	Sell	17,002 -498	-3%	-$14.8K	0.18%	112
2024 Q3	$533K	Buy	+17,500	New	+$477K	0.19%	102
2024 Q1	–	Sell	-7,500	Closed	-$309K	–	222
2023 Q4	$309K	Hold	7,500	–	–	0.12%	151
2023 Q3	$341K	Hold	7,500	–	–	0.17%	119
2023 Q2	$466K	Sell	7,500 -3,800	-34%	-$235K	0.21%	99
2023 Q1	$700K	Sell	11,300 -1,500	-12%	-$89.8K	0.36%	67
2022 Q4	$658K	Sell	12,800 -8,700	-40%	-$437K	0.38%	66
2022 Q3	$954K	Hold	21,500	–	–	0.58%	43
2022 Q2	$808K	Sell	21,500 -2,150	-9%	-$80.2K	0.49%	52
2022 Q1	$954K	Sell	23,650 -350	-1%	-$13.2K	0.45%	52
2021 Q4	$991K	Buy	+24,000	New	+$969K	0.41%	53

Other funds holding IRDM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Silver Heights Capital Management Toronto, Ontario, Canada $277M AUM 90.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Effects's IRDM Position: Q3 2026 in Review

Wealth Effects held its Iridium Communications (IRDM) position steady in Q3 2026 at 9,500 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #144.

Wealth Effects first reported a position in IRDM in Q4 2021 and has held it in 18 quarters since. The position peaked at $991K in Q4 2021. 353 funds tracked by Wall St. Rank hold IRDM as of Q3 2026.

Wealth Effects held 9,500 shares of Iridium Communications worth $455K as of Q3 2026.
Wealth Effects left its Iridium Communications share count unchanged in Q3 2026.
Iridium Communications made up 0.12% of Wealth Effects's portfolio in Q3 2026, its #144 holding.
Wealth Effects first reported a position in Iridium Communications in Q4 2021 and has held it in 18 quarters since.
Wealth Effects's Iridium Communications position peaked at $991K in Q4 2021.
353 funds tracked by Wall St. Rank held Iridium Communications as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.