Question 1

How many shares of QUAL does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 665,712 shares of QUAL (ISHARES TR).

Question 2

What is &PARTNERS's QUAL position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's QUAL position is worth $127.9M.

Question 3

Is &PARTNERS buying or selling QUAL?

Accepted Answer

In 2026-Q1, &PARTNERS increased their QUAL position (+9.2% change in shares).

Question 4

When did &PARTNERS first buy QUAL?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in QUAL in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	665,712	+9.2%	$127.9M	0.6%	$202.29	46
2025-Q4	Decreased	609,636	-4.1%	$121.1M	0.6%	$200.10	0
2025-Q3	Increased	635,580	+13.8%	$123.5M	0.8%	$192.77	48
2025-Q2	Increased	558,578	+475.8%	$102.6M	0.8%	$180.59	68
2025-Q1	Decreased	97,006	-1.8%	$16.5M	0.2%	$168.31	0
2024-Q4	Increased	98,800	+25.1%	$17.7M	0.2%	$176.81	41
2024-Q3	Increased	78,998	+317.8%	$14.3M	0.3%	$176.39	54
2024-Q2	Increased	18,909	+69.2%	$3.2M	0.1%	$168.05	47

QUALShowing 8 of 9 quarters

QUAL
Showing 8 of 9 quarters