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Integrated Wealth Concepts’s Ardelyx ARDX Stock Holding History

Integrated Wealth Concepts’s Portfolio ARDX Stock Details ARDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.2K Sell
13,956
-2,209
-14% -$13.5K ﹤0.01% 2341
2026
Q1 		$96.8K Buy
16,165
+4,104
+34% +$27.1K ﹤0.01% 2180
2025
Q4 		$70.3K Sell
12,061
-3,202
-21% -$17.8K ﹤0.01% 1574
2025
Q3 		$84.1K Buy
15,263
+2,975
+24% +$16.2K ﹤0.01% 1928
2025
Q2 		$48.2K Buy
+12,288
New +$50.7K ﹤0.01% 1864
2024
Q1 		– Sell
-11,830
Closed -$73.3K – 1646
2023
Q4 		$73.3K Buy
11,830
+980
+9% +$4.4K ﹤0.01% 1542
2023
Q3 		$44.3K Sell
10,850
-1,150
-10% -$4.49K ﹤0.01% 1515
2023
Q2 		$40.7K Hold
12,000
– – ﹤0.01% 1524
2023
Q1 		$57K Sell
12,000
-3,600
-23% -$12.1K ﹤0.01% 1302
2022
Q4 		$44K Buy
+15,600
New +$26.4K ﹤0.01% 1012
2022
Q3 		– Sell
-10,000
Closed -$6K – 950
2022
Q2 		$6K Hold
10,000
– – ﹤0.01% 977
2022
Q1 		$11K Buy
+10,000
New +$8.93K ﹤0.01% 935

Other funds holding ARDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Ardelyx (ARDX) stake by 14% in Q2 2026, selling an estimated $13.5K and leaving 13,956 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Integrated Wealth Concepts first reported a position in ARDX in Q1 2022 and has held it in 12 quarters since. The position peaked at $96.8K in Q1 2026. 250 funds tracked by Wall St. Rank hold ARDX as of Q2 2026.

  • Integrated Wealth Concepts held 13,956 shares of Ardelyx worth $71.2K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,209 Ardelyx shares in Q2 2026, an estimated $13.5K.
  • Ardelyx made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2341 holding.
  • Integrated Wealth Concepts first reported a position in Ardelyx in Q1 2022 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Ardelyx position peaked at $96.8K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Ardelyx as of Q2 2026.

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