WN
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Williams & Novak’s Information Services Group III Stock Holding History

Williams & Novak’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164K Buy
39,996
+11,110
+38% +$46.5K 0.11% 116
2026
Q1 		$111K Buy
28,886
+4,536
+19% +$22.3K 0.08% 115
2025
Q4 		$141K Sell
24,350
-850
-3% -$4.77K 0.11% 112
2025
Q3 		$145K Sell
25,200
-1,400
-5% -$6.96K 0.11% 116
2025
Q2 		$128K Sell
26,600
-11,625
-30% -$50.1K 0.11% 109
2025
Q1 		$150K Sell
38,225
-5,550
-13% -$18.2K 0.15% 97
2024
Q4 		$146K Buy
43,775
+4,080
+10% +$13.6K 0.14% 111
2024
Q3 		$131K Sell
39,695
-3,885
-9% -$12.7K 0.12% 113
2024
Q2 		$128K Buy
+43,580
New +$146K 0.12% 112

Other funds holding III

RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Williams & Novak's III Position: Q2 2026 in Review

Williams & Novak increased its Information Services Group (III) stake by 38% in Q2 2026, buying an estimated $46.5K and bringing the position to 39,996 shares worth $164K. The position accounts for 0.11% of the portfolio, ranked #116.

Williams & Novak first reported a position in III in Q2 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Williams & Novak held 39,996 shares of Information Services Group worth $164K as of Q2 2026.
  • Williams & Novak bought 11,110 Information Services Group shares in Q2 2026, an estimated $46.5K.
  • Information Services Group made up 0.11% of Williams & Novak's portfolio in Q2 2026, its #116 holding.
  • Williams & Novak first reported a position in Information Services Group in Q2 2024 and has held it in 9 quarters since.
  • 10 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.