RITHOLTZ WEALTH MANAGEMENT
Position in IA — Innovative Solutions & Support Inc
CIK 1698218
NEW YORK, NY
Position in IA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$259,578
-$67,239 QoQ
Shares Held
14,421
-9.4% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#74
of 118 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $64,781,586 across 27 Aerospace & Defense names. IA ranks #25 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
29,667 | $11,087,447 | |
| 2 | RTX |
RTX Corp
|
47,752 | $9,059,986 | |
| 3 | GD |
General Dynamics Corp
|
17,309 | $6,131,540 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
17,019 | $4,945,551 | |
| 5 | LMT |
Lockheed Martin Corp
|
8,520 | $4,340,599 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
15,107 | $4,061,668 | |
| 7 | CW |
Curtiss Wright Corp
|
4,765 | $3,610,726 | |
| 8 | BA |
Boeing Co
|
14,700 | $3,182,109 |
All Filings in IA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,578 | 14,421 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $326,817 | 15,919 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $274,004 | 14,467 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $216,476 | 17,332 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $305,207 | 21,989 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||