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Integrated Wealth Concepts’s Acco Brands ACCO Stock Holding History

Integrated Wealth Concepts’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,484
Closed -$41.8K – 1607
2025
Q3 		$41.8K Buy
+10,484
New +$40.8K ﹤0.01% 1953

Other funds holding ACCO

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's ACCO Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Acco Brands (ACCO) in Q4 2025, closing a stake of 10,484 shares — an estimated $41.8K sold.

Integrated Wealth Concepts first reported a position in ACCO in Q3 2025 and held it in 1 quarter. The position peaked at $41.8K in Q3 2025. 205 funds tracked by Wall St. Rank hold ACCO as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Acco Brands position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,484 Acco Brands shares in Q4 2025, an estimated $41.8K.
  • Integrated Wealth Concepts first reported a position in Acco Brands in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Acco Brands position peaked at $41.8K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Acco Brands as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.