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Integrated Wealth Concepts’s Aurora AUR Stock Holding History

Integrated Wealth Concepts’s Portfolio AUR Stock Details AUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Buy
15,039
+3,504
+30% +$21.4K ﹤0.01% 2320
2026
Q1 		$47.5K Buy
+11,535
New +$51K ﹤0.01% 2220
2024
Q1 		– Sell
-21,000
Closed -$91.8K – 1648
2023
Q4 		$91.8K Buy
21,000
+1,000
+5% +$2.48K ﹤0.01% 1528
2023
Q3 		$47K Buy
+20,000
New +$61.9K ﹤0.01% 1513

Other funds holding AUR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Aurora (AUR) stake by 30% in Q2 2026, buying an estimated $21.4K and bringing the position to 15,039 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Integrated Wealth Concepts first reported a position in AUR in Q3 2023 and has held it in 4 quarters since. 459 funds tracked by Wall St. Rank hold AUR as of Q2 2026.

  • Integrated Wealth Concepts held 15,039 shares of Aurora worth $103K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,504 Aurora shares in Q2 2026, an estimated $21.4K.
  • Aurora made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2320 holding.
  • Integrated Wealth Concepts first reported a position in Aurora in Q3 2023 and has held it in 4 quarters since.
  • 459 funds tracked by Wall St. Rank held Aurora as of Q2 2026.

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