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Wealthspire Advisors (New York)’s Ichor Holdings ICHR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-167
Closed -$2.93K – 1898
2025
Q3 		$2.93K Buy
+167
New +$3.17K ﹤0.01% 2493

Other funds holding ICHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s ICHR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ichor Holdings (ICHR) in Q4 2025, closing a stake of 167 shares — an estimated $2.93K sold.

Wealthspire Advisors (New York) first reported a position in ICHR in Q3 2025 and held it in 1 quarter. The position peaked at $2.93K in Q3 2025. 177 funds tracked by Wall St. Rank hold ICHR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ichor Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 167 Ichor Holdings shares in Q4 2025, an estimated $2.93K.
  • Wealthspire Advisors (New York) first reported a position in Ichor Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ichor Holdings position peaked at $2.93K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Ichor Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.