IWC
ADV icon

Integrated Wealth Concepts’s Advantage Solutions ADV Stock Holding History

Integrated Wealth Concepts’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.6K Buy
+199
New +$7.04K ﹤0.01% 4652

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's ADV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Advantage Solutions (ADV) in Q2 2026: 199 shares worth $8.6K. The stake represents ﹤0.01% of the portfolio and ranks #4652 among its holdings.

87 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Integrated Wealth Concepts held 199 shares of Advantage Solutions worth $8.6K as of Q2 2026.
  • Advantage Solutions was a new Integrated Wealth Concepts position in Q2 2026.
  • Advantage Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4652 holding.
  • 87 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

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