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Integrated Wealth Concepts’s Crocs CROX Stock Holding History

Integrated Wealth Concepts’s Portfolio CROX Stock Details CROX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97K Buy
+804
New +$87.9K ﹤0.01% 2842
2025
Q4 		– Sell
-2,511
Closed -$210K – 1705
2025
Q3 		$210K Buy
+2,511
New +$229K ﹤0.01% 1830

Other funds holding CROX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Crocs (CROX) in Q2 2026: 804 shares worth $97K. The stake represents ﹤0.01% of the portfolio and ranks #2842 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CROX as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CROX in Q3 2025 and has held it in 2 quarters since. The position peaked at $210K in Q3 2025. 501 funds tracked by Wall St. Rank hold CROX as of Q2 2026.

  • Integrated Wealth Concepts held 804 shares of Crocs worth $97K as of Q2 2026.
  • Crocs was a new Integrated Wealth Concepts position in Q2 2026.
  • Crocs made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2842 holding.
  • Integrated Wealth Concepts first reported a position in Crocs in Q3 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Crocs position peaked at $210K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held Crocs as of Q2 2026.

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