KINGSWOOD WEALTH ADVISORS, LLC IHS — IHS HOLDING LIMITED ORD SHS

Ownership history in KINGSWOOD WEALTH ADVISORS, LLC  ·  4 quarters on record

AI Ownership Summary

KINGSWOOD WEALTH ADVISORS, LLC reported IHS HOLDING LIMITED ORD SHS (IHS) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows IHS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IHS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KINGSWOOD WEALTH ADVISORS, LLC's position in IHS HOLDING LIMITED ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IHS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IHS stock page KINGSWOOD WEALTH ADVISORS, LLC fund profile KINGSWOOD WEALTH ADVISORS, LLC full holdings
How KINGSWOOD WEALTH ADVISORS, LLC held IHS — position size vs. price
% of Fund (quarterly)    IHS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 14.0% -0.2% ✅ 30,362 -4,925 -14.0% 0.01% $250K 2026-04-28 $8.25
2025 Q4 REDUCED 59.3% +10.3% ❌ 35,287 -51,321 -59.3% 0.01% $263K 2026-01-28 $7.95
2025 Q3 ADDED — — — 86,608 +11,879 +15.9% 0.04% $591K 2025-10-23 $6.72
2025 Q2 INITIATED — — — 74,729 — — 0.03% $415K 2025-07-23 $6.10

🏢 Other funds also holding IHS

As of 2026 Q1 — sorted by position size

Wendel SE 100.0% PSquared Asset Management AG 3Y 7Y 12.44% Quaker Capital Investments, LLC 3Y 7Y 9.09% Sand Grove Capital Management LLP 3Y 7Y 6.34% Olympiad Research LP 3Y 2.34% Morgan Creek Capital Management, LLC 0.84% Hollow Brook Wealth Management LLC 3Y 7Y 0.69% GABELLI & Co INVESTMENT ADVISERS, INC. 3Y 7Y 0.52% PRELUDE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.4% Korea Investment CORP 3Y 7Y 0.37%

FAQ About KINGSWOOD WEALTH ADVISORS, LLC and IHS

These are the practical questions this page is built to answer before you even open the full history table.

How long has KINGSWOOD WEALTH ADVISORS, LLC reported owning IHS?

KINGSWOOD WEALTH ADVISORS, LLC reported IHS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IHS position in KINGSWOOD WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IHS was 0.04% in 2025 Q3.

What is the latest reported IHS position on this page?

The most recent filing on this page is 2026 Q1, when KINGSWOOD WEALTH ADVISORS, LLC reported 30,362 shares, equal to 0.01% of portfolio, with an estimated market value of $250K.

What does the chart on this IHS ownership page compare?

The chart compares KINGSWOOD WEALTH ADVISORS, LLC's quarterly IHS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KINGSWOOD WEALTH ADVISORS, LLC time their IHS position?

Based on 13F filing dates vs. subsequent IHS price moves, KINGSWOOD WEALTH ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IHS relative to SPY over the holding period was +26.3%.

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