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Integrated Wealth Concepts’s Campbell Soup CPB Stock Holding History

Integrated Wealth Concepts’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$645K Buy
+28,962
New +$611K ﹤0.01% 1503
2025
Q4 		– Sell
-17,135
Closed -$541K – 1702
2025
Q3 		$541K Buy
+17,135
New +$554K ﹤0.01% 1291

Other funds holding CPB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Campbell Soup (CPB) in Q2 2026: 28,962 shares worth $645K. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CPB as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CPB in Q3 2025 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold CPB as of Q2 2026.

  • Integrated Wealth Concepts held 28,962 shares of Campbell Soup worth $645K as of Q2 2026.
  • Campbell Soup was a new Integrated Wealth Concepts position in Q2 2026.
  • Campbell Soup made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1503 holding.
  • Integrated Wealth Concepts first reported a position in Campbell Soup in Q3 2025 and has held it in 2 quarters since.
  • 621 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2026.

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