Integrated Wealth Concepts’s Celldex Therapeutics CLDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9K	Buy	+346	New	+$11.2K	﹤0.01%	4413

Other funds holding CLDX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

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

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

Integrated Wealth Concepts opened a new position in Celldex Therapeutics (CLDX) in Q2 2026: 346 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #4413 among its holdings.

253 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

Integrated Wealth Concepts held 346 shares of Celldex Therapeutics worth $12.9K as of Q2 2026.
Celldex Therapeutics was a new Integrated Wealth Concepts position in Q2 2026.
Celldex Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4413 holding.
253 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

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