Institute for Wealth Management’s Core Laboratories CLB Stock Holding History

Institute for Wealth Management’s Portfolio CLB Stock Details CLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$675	Buy	+58	New	+$828	﹤0.01%	1688

Other funds holding CLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Institute for Wealth Management's CLB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Core Laboratories (CLB) in Q2 2026: 58 shares worth $675. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings.

81 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

Institute for Wealth Management held 58 shares of Core Laboratories worth $675 as of Q2 2026.
Core Laboratories was a new Institute for Wealth Management position in Q2 2026.
Core Laboratories made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1688 holding.
81 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.