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Integrated Wealth Concepts’s Aecom ACM Stock Holding History

Integrated Wealth Concepts’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348K Sell
4,991
-2,080
-29% -$159K ﹤0.01% 1888
2026
Q1 		$600K Buy
+7,071
New +$670K ﹤0.01% 1433
2025
Q4 		– Sell
-2,382
Closed -$311K – 1609
2025
Q3 		$311K Sell
2,382
-1,361
-36% -$164K ﹤0.01% 1605
2025
Q2 		$422K Buy
3,743
+406
+12% +$42.1K ﹤0.01% 1368
2025
Q1 		$309K Sell
3,337
-141
-4% -$14.3K ﹤0.01% 1400
2024
Q4 		$371K Buy
3,478
+797
+30% +$87K ﹤0.01% 1258
2024
Q3 		$277K Buy
2,681
+346
+15% +$32.5K ﹤0.01% 1394
2024
Q2 		$206K Sell
2,335
-26
-1% -$2.37K ﹤0.01% 1511
2024
Q1 		$232K Buy
2,361
+26
+1% +$2.35K ﹤0.01% 1455
2023
Q4 		$216K Buy
+2,335
New +$198K ﹤0.01% 1431

Other funds holding ACM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 ACM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Aecom (ACM) stake by 29% in Q2 2026, selling an estimated $159K and leaving 4,991 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Integrated Wealth Concepts first reported a position in ACM in Q4 2023 and has held it in 10 quarters since. The position peaked at $600K in Q1 2026. 574 funds tracked by Wall St. Rank hold ACM as of Q2 2026.

  • Integrated Wealth Concepts held 4,991 shares of Aecom worth $348K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,080 Aecom shares in Q2 2026, an estimated $159K.
  • Aecom made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1888 holding.
  • Integrated Wealth Concepts first reported a position in Aecom in Q4 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's Aecom position peaked at $600K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Aecom as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.