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Integrated Wealth Concepts’s Columbia Sportswear COLM Stock Holding History

Integrated Wealth Concepts’s Portfolio COLM Stock Details COLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Sell
3,997
-444
-10% -$27.5K ﹤0.01% 2205
2026
Q1 		$243K Buy
+4,441
New +$255K ﹤0.01% 1977

Other funds holding COLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Columbia Sportswear (COLM) stake by 10% in Q2 2026, selling an estimated $27.5K and leaving 3,997 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Integrated Wealth Concepts first reported a position in COLM in Q1 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold COLM as of Q2 2026.

  • Integrated Wealth Concepts held 3,997 shares of Columbia Sportswear worth $247K as of Q2 2026.
  • Integrated Wealth Concepts sold 444 Columbia Sportswear shares in Q2 2026, an estimated $27.5K.
  • Columbia Sportswear made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2205 holding.
  • Integrated Wealth Concepts first reported a position in Columbia Sportswear in Q1 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2026.

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