Integrated Wealth Concepts’s Cerence CRNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124K	Buy	+19,666	New	+$177K	﹤0.01%	2158
2025 Q4	–	Sell	-16,011	Closed	-$199K	–	1704
2025 Q3	$199K	Buy	+16,011	New	+$164K	﹤0.01%	1863
2022 Q1	–	Sell	-4,022	Closed	-$308K	–	953
2021 Q4	$308K	Sell	4,022 -99	-2%	-$8.73K	0.01%	761
2021 Q3	$396K	Buy	4,121 +590	+17%	+$64.4K	0.01%	634
2021 Q2	$377K	Sell	3,531 -78	-2%	-$7.68K	0.01%	601
2021 Q1	$323K	Buy	3,609 +84	+2%	+$9.24K	0.01%	572
2020 Q4	$354K	Buy	+3,525	New	+$263K	0.02%	488

Other funds holding CRNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OFCM

One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Integrated Wealth Concepts's CRNC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Cerence (CRNC) in Q1 2026: 19,666 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #2158 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CRNC as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CRNC in Q4 2020 and has held it in 7 quarters since. The position peaked at $396K in Q3 2021. 195 funds tracked by Wall St. Rank hold CRNC as of Q1 2026.

Integrated Wealth Concepts held 19,666 shares of Cerence worth $124K as of Q1 2026.
Cerence was a new Integrated Wealth Concepts position in Q1 2026.
Cerence made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2158 holding.
Integrated Wealth Concepts first reported a position in Cerence in Q4 2020 and has held it in 7 quarters since.
Integrated Wealth Concepts's Cerence position peaked at $396K in Q3 2021.
195 funds tracked by Wall St. Rank held Cerence as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.