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Integrated Wealth Concepts’s Best Buy BBY Stock Holding History

Integrated Wealth Concepts’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Sell
5,634
-11,113
-66% -$738K ﹤0.01% 1758
2026
Q1 		$1.08M Sell
16,747
-558
-3% -$36.6K 0.01% 1065
2025
Q4 		$1.16M Buy
17,305
+4,237
+32% +$323K 0.01% 704
2025
Q3 		$988K Sell
13,068
-3,124
-19% -$224K 0.01% 991
2025
Q2 		$1.09M Buy
16,192
+7,847
+94% +$533K 0.01% 874
2025
Q1 		$614K Buy
8,345
+924
+12% +$76.2K 0.01% 1053
2024
Q4 		$637K Sell
7,421
-7,128
-49% -$651K 0.01% 1018
2024
Q3 		$1.5M Buy
14,549
+12,088
+491% +$1.09M 0.02% 642
2024
Q2 		$207K Buy
+2,461
New +$195K ﹤0.01% 1504
2022
Q4 		– Sell
-7,238
Closed -$458K – 1039
2022
Q3 		$458K Buy
+7,238
New +$536K 0.01% 613
2021
Q3 		– Sell
-3,124
Closed -$359K – 940
2021
Q2 		$359K Buy
3,124
+916
+41% +$107K 0.01% 612
2021
Q1 		$253K Buy
+2,208
New +$247K 0.01% 628

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Best Buy (BBY) stake by 66% in Q2 2026, selling an estimated $738K and leaving 5,634 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Integrated Wealth Concepts first reported a position in BBY in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.5M in Q3 2024. 869 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Integrated Wealth Concepts held 5,634 shares of Best Buy worth $428K as of Q2 2026.
  • Integrated Wealth Concepts sold 11,113 Best Buy shares in Q2 2026, an estimated $738K.
  • Best Buy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1758 holding.
  • Integrated Wealth Concepts first reported a position in Best Buy in Q1 2021 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Best Buy position peaked at $1.5M in Q3 2024.
  • 869 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

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