Wharton Business Group’s Innovative Solutions & Support IA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $349K | Hold |
19,395
| – | – | 0.01% | 114 |
|
|
2026
Q1 | $398K | Hold |
19,395
| – | – | 0.02% | 109 |
|
|
2025
Q4 | $367K | Hold |
19,395
| – | – | 0.01% | 110 |
|
|
2025
Q3 | $242K | Hold |
19,395
| – | – | 0.01% | 130 |
|
|
2025
Q2 | $269K | Hold |
19,395
| – | – | 0.01% | 122 |
|
|
2025
Q1 | $122K | Hold |
19,395
| – | – | 0.01% | 136 |
|
|
2024
Q4 | $166K | Hold |
19,395
| – | – | 0.01% | 133 |
|
|
2024
Q3 | $126K | Hold |
19,395
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $116K | Hold |
19,395
| – | – | 0.01% | 137 |
|
|
2024
Q1 | $142K | Hold |
19,395
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $165K | Hold |
19,395
| – | – | 0.01% | 131 |
|
|
2023
Q3 | $147K | Hold |
19,395
| – | – | 0.01% | 135 |
|
|
2023
Q2 | $139K | Hold |
19,395
| – | – | 0.01% | 131 |
|
|
2023
Q1 | $142K | Hold |
19,395
| – | – | 0.01% | 135 |
|
|
2022
Q4 | $159K | Hold |
19,395
| – | – | 0.01% | 139 |
|
|
2022
Q3 | $167K | Hold |
19,395
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $140K | Hold |
19,395
| – | – | 0.01% | 129 |
|
|
2022
Q1 | $156K | Hold |
19,395
| – | – | 0.01% | 130 |
|
|
2021
Q4 | $127K | Hold |
19,395
| – | – | 0.01% | 128 |
|
|
2021
Q3 | $139K | Hold |
19,395
| – | – | 0.01% | 66 |
|
|
2021
Q2 | $122K | Hold |
19,395
| – | – | 0.01% | 118 |
|
|
2021
Q1 | $123K | Hold |
19,395
| – | – | 0.01% | 119 |
|
|
2020
Q4 | $126K | Hold |
19,395
| – | – | 0.01% | 114 |
|
|
2020
Q3 | $133K | Hold |
19,395
| – | – | 0.01% | 108 |
|
|
2020
Q2 | $97K | Hold |
19,395
| – | – | 0.01% | 113 |
|
|
2020
Q1 | $62K | Hold |
19,395
| – | – | 0.01% | 101 |
|
|
2019
Q4 | $113K | Hold |
19,395
| – | – | 0.01% | 117 |
|
|
2019
Q3 | $91K | Hold |
19,395
| – | – | 0.01% | 99 |
|
|
2019
Q2 | $99K | Hold |
19,395
| – | – | 0.01% | 100 |
|
|
2019
Q1 | $58K | Hold |
19,395
| – | – | 0.01% | 100 |
|
|
2018
Q4 | $43K | Hold |
19,395
| – | – | 0.01% | 97 |
|
|
2018
Q3 | $49K | Hold |
19,395
| – | – | ﹤0.01% | 101 |
|
|
2018
Q2 | $56K | Hold |
19,395
| – | – | 0.01% | 101 |
|
|
2018
Q1 | $68K | Hold |
19,395
| – | – | 0.01% | 99 |
|
|
2017
Q4 | $57K | Hold |
19,395
| – | – | 0.01% | 106 |
|
|
2017
Q3 | $71K | Hold |
19,395
| – | – | 0.01% | 106 |
|
|
2017
Q2 | $85K | Hold |
19,395
| – | – | 0.01% | 111 |
|
|
2017
Q1 | $59K | Hold |
19,395
| – | – | 0.01% | 112 |
|
|
2016
Q4 | $65K | Hold |
19,395
| – | – | 0.01% | 108 |
|
|
2016
Q3 | $62K | Hold |
19,395
| – | – | 0.01% | 115 |
|
|
2016
Q2 | $55K | Hold |
19,395
| – | – | 0.01% | 123 |
|
|
2016
Q1 | $51K | Hold |
19,395
| – | – | 0.01% | 122 |
|
|
2015
Q4 | $54K | Hold |
19,395
| – | – | 0.01% | 125 |
|
|
2015
Q3 | $53K | Hold |
19,395
| – | – | 0.01% | 125 |
|
|
2015
Q2 | $64 | Hold |
19,395
| – | – | ﹤0.01% | 130 |
|
|
2015
Q1 | $74K | Hold |
19,395
| – | – | 0.01% | 136 |
|
|
2014
Q4 | $62K | Hold |
19,395
| – | – | 0.01% | 133 |
|
|
2014
Q3 | $101K | Hold |
19,395
| – | – | 0.01% | 142 |
|
|
2014
Q2 | $144K | Hold |
19,395
| – | – | 0.02% | 141 |
|
|
2014
Q1 | $146K | Hold |
19,395
| – | – | 0.01% | 150 |
|
|
2013
Q4 | $141K | Hold |
19,395
| – | – | 0.01% | 147 |
|
|
2013
Q3 | $154K | Hold |
19,395
| – | – | 0.01% | 146 |
|
|
2013
Q2 | $124K | Buy |
+19,395
| New | +$146K | 0.01% | 142 |
|
Other funds holding IA
PAIM
CP
Wharton Business Group's IA Position: Q2 2026 in Review
Wharton Business Group held its Innovative Solutions & Support (IA) position steady in Q2 2026 at 19,395 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #114.
Wharton Business Group first reported a position in IA in Q2 2013 and has held it in 53 quarters since. The position peaked at $398K in Q1 2026. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.
- Wharton Business Group held 19,395 shares of Innovative Solutions & Support worth $349K as of Q2 2026.
- Wharton Business Group left its Innovative Solutions & Support share count unchanged in Q2 2026.
- Innovative Solutions & Support made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #114 holding.
- Wharton Business Group first reported a position in Innovative Solutions & Support in Q2 2013 and has held it in 53 quarters since.
- Wharton Business Group's Innovative Solutions & Support position peaked at $398K in Q1 2026.
- 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.
Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.