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Integrated Wealth Concepts’s Arteris AIP Stock Holding History

Integrated Wealth Concepts’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750K Sell
15,433
-19,045
-55% -$609K ﹤0.01% 1402
2026
Q1 		$567K Buy
+34,478
New +$546K ﹤0.01% 1464
2025
Q4 		– Sell
-31,978
Closed -$323K – 1618
2025
Q3 		$323K Buy
31,978
+8,833
+38% +$84.1K ﹤0.01% 1586
2025
Q2 		$221K Buy
+23,145
New +$171K ﹤0.01% 1714

Other funds holding AIP

NIM
Needham Investment Management New York $3.33B AUM 163.16% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 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 AIP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Arteris (AIP) stake by 55% in Q2 2026, selling an estimated $609K and leaving 15,433 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Integrated Wealth Concepts first reported a position in AIP in Q2 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • Integrated Wealth Concepts held 15,433 shares of Arteris worth $750K as of Q2 2026.
  • Integrated Wealth Concepts sold 19,045 Arteris shares in Q2 2026, an estimated $609K.
  • Arteris made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1402 holding.
  • Integrated Wealth Concepts first reported a position in Arteris in Q2 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

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