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Integrated Wealth Concepts’s Candel Therapeutics CADL Stock Holding History

Integrated Wealth Concepts’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Buy
+1,066
New +$8.05K ﹤0.01% 4498

Other funds holding CADL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
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
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Candel Therapeutics (CADL) in Q2 2026: 1,066 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #4498 among its holdings.

138 funds tracked by Wall St. Rank hold CADL as of Q2 2026.

  • Integrated Wealth Concepts held 1,066 shares of Candel Therapeutics worth $11K as of Q2 2026.
  • Candel Therapeutics was a new Integrated Wealth Concepts position in Q2 2026.
  • Candel Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4498 holding.
  • 138 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2026.

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