IWC
ACLX

Integrated Wealth Concepts’s Arcellx ACLX Stock Holding History

Integrated Wealth Concepts’s Portfolio ACLX Stock Details ACLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,423
Closed -$281K – 1608
2025
Q3 		$281K Buy
3,423
+283
+9% +$20.4K ﹤0.01% 1671
2025
Q2 		$207K Sell
3,140
-246
-7% -$15.3K ﹤0.01% 1756
2025
Q1 		$222K Sell
3,386
-40
-1% -$2.71K ﹤0.01% 1570
2024
Q4 		$263K Sell
3,426
-64
-2% -$5.53K ﹤0.01% 1444
2024
Q3 		$291K Sell
3,490
-285
-8% -$19K ﹤0.01% 1360
2024
Q2 		$208K Buy
+3,775
New +$205K ﹤0.01% 1502

Other funds holding ACLX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Arcellx (ACLX) in Q4 2025, closing a stake of 3,423 shares — an estimated $281K sold.

Integrated Wealth Concepts first reported a position in ACLX in Q2 2024 and held it in 6 quarters. The position peaked at $291K in Q3 2024. 218 funds tracked by Wall St. Rank hold ACLX as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Arcellx position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,423 Arcellx shares in Q4 2025, an estimated $281K.
  • Integrated Wealth Concepts first reported a position in Arcellx in Q2 2024 and held it in 6 quarters.
  • Integrated Wealth Concepts's Arcellx position peaked at $291K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Arcellx as of Q4 2025.

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