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 Q2	$239K	Buy	21,115 +1,449	+7%	+$14.2K	﹤0.01%	2127
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 $6.73T AUM 46.02% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

OFCM

One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Cerence (CRNC) stake by 7.4% in Q2 2026, buying an estimated $14.2K and bringing the position to 21,115 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Integrated Wealth Concepts first reported a position in CRNC in Q4 2020 and has held it in 8 quarters since. The position peaked at $396K in Q3 2021. 196 funds tracked by Wall St. Rank hold CRNC as of Q2 2026.

Integrated Wealth Concepts held 21,115 shares of Cerence worth $239K as of Q2 2026.
Integrated Wealth Concepts bought 1,449 Cerence shares in Q2 2026, an estimated $14.2K.
Cerence made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2127 holding.
Integrated Wealth Concepts first reported a position in Cerence in Q4 2020 and has held it in 8 quarters since.
Integrated Wealth Concepts's Cerence position peaked at $396K in Q3 2021.
196 funds tracked by Wall St. Rank held Cerence as of Q2 2026.

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