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Integrated Wealth Concepts’s Cardio Diagnostics CDIO Stock Holding History

Integrated Wealth Concepts’s Portfolio CDIO Stock Details CDIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,333
Closed -$13.2K – 1909
2025
Q1 		$13.2K Buy
+1,333
New +$20.8K ﹤0.01% 1727

Other funds holding CDIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's CDIO Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Cardio Diagnostics (CDIO) in Q2 2025, closing a stake of 1,333 shares — an estimated $13.2K sold.

Integrated Wealth Concepts first reported a position in CDIO in Q1 2025 and held it in 1 quarter. The position peaked at $13.2K in Q1 2025. 16 funds tracked by Wall St. Rank hold CDIO as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Cardio Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,333 Cardio Diagnostics shares in Q2 2025, an estimated $13.2K.
  • Integrated Wealth Concepts first reported a position in Cardio Diagnostics in Q1 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Cardio Diagnostics position peaked at $13.2K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Cardio Diagnostics as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.