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Concentrum Wealth Management’s Ichor Holdings ICHR Stock Holding History

Concentrum Wealth Management’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,000
Closed -$264K – 61
2022
Q1 		$264K Buy
+2,000
New +$77.9K 0.16% 56

Other funds holding ICHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concentrum Wealth Management's ICHR Position: Q1 2026 in Review

Concentrum Wealth Management opened a new position in Ichor Holdings (ICHR) in Q1 2026: 6,500 shares worth $303K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings. This is a return to the name: Concentrum Wealth Management previously reported a position in ICHR as recently as Q4 2024.

Concentrum Wealth Management first reported a position in ICHR in Q4 2019 and has held it in 15 quarters since. The position peaked at $350K in Q2 2021. 251 funds tracked by Wall St. Rank hold ICHR as of Q1 2026.

  • Concentrum Wealth Management held 6,500 shares of Ichor Holdings worth $303K as of Q1 2026.
  • Ichor Holdings was a new Concentrum Wealth Management position in Q1 2026.
  • Ichor Holdings made up 0.09% of Concentrum Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Concentrum Wealth Management first reported a position in Ichor Holdings in Q4 2019 and has held it in 15 quarters since.
  • Concentrum Wealth Management's Ichor Holdings position peaked at $350K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.