Integrated Wealth Concepts’s Coda Octopus Group CODA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.33K	Buy	+750	New	+$8.68K	﹤0.01%	4752

Other funds holding CODA

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Integrated Wealth Concepts opened a new position in Coda Octopus Group (CODA) in Q2 2026: 750 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #4752 among its holdings.

63 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

Integrated Wealth Concepts held 750 shares of Coda Octopus Group worth $7.33K as of Q2 2026.
Coda Octopus Group was a new Integrated Wealth Concepts position in Q2 2026.
Coda Octopus Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4752 holding.
63 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

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