Integrated Wealth Concepts’s BioVie BIVI Stock Holding History

Integrated Wealth Concepts’s Portfolio BIVI Stock Details BIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$166	Buy	+86	New	+$135	﹤0.01%	5766

Other funds holding BIVI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in BioVie (BIVI) in Q2 2026: 86 shares worth $166. The stake represents ﹤0.01% of the portfolio and ranks #5766 among its holdings.

36 funds tracked by Wall St. Rank hold BIVI as of Q2 2026.

Integrated Wealth Concepts held 86 shares of BioVie worth $166 as of Q2 2026.
BioVie was a new Integrated Wealth Concepts position in Q2 2026.
BioVie made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5766 holding.
36 funds tracked by Wall St. Rank held BioVie as of Q2 2026.

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