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 Q3	$279K	Buy	50,466 +10,470	+26%	+$49.6K	0.17%	105
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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Williams & Novak's III Position: Q3 2026 in Review

Williams & Novak increased its Information Services Group (III) stake by 26% in Q3 2026, buying an estimated $49.6K and bringing the position to 50,466 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #105.

Williams & Novak first reported a position in III in Q2 2024 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold III as of Q3 2026.

Williams & Novak held 50,466 shares of Information Services Group worth $279K as of Q3 2026.
Williams & Novak bought 10,470 Information Services Group shares in Q3 2026, an estimated $49.6K.
Information Services Group made up 0.17% of Williams & Novak's portfolio in Q3 2026, its #105 holding.
Williams & Novak first reported a position in Information Services Group in Q2 2024 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.