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Wealthspire Advisors (New York)’s Ingles Markets IMKTA Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$6.96K – 1923
2025
Q3 		$6.96K Buy
+100
New +$6.67K ﹤0.01% 2195

Other funds holding IMKTA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Ingles Markets (IMKTA) in Q4 2025, closing a stake of 100 shares — an estimated $6.96K sold.

Wealthspire Advisors (New York) first reported a position in IMKTA in Q3 2025 and held it in 1 quarter. The position peaked at $6.96K in Q3 2025. 202 funds tracked by Wall St. Rank hold IMKTA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ingles Markets position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 100 Ingles Markets shares in Q4 2025, an estimated $6.96K.
  • Wealthspire Advisors (New York) first reported a position in Ingles Markets in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ingles Markets position peaked at $6.96K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Ingles Markets as of Q4 2025.

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