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Integrated Wealth Concepts’s Cirrus Logic CRUS Stock Holding History

Integrated Wealth Concepts’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Buy
2,889
+44
+2% +$7.2K ﹤0.01% 1755
2026
Q1 		$411K Buy
+2,845
New +$383K ﹤0.01% 1659
2025
Q4 		– Sell
-1,814
Closed -$227K – 1707
2025
Q3 		$227K Sell
1,814
-324
-15% -$36.1K ﹤0.01% 1780
2025
Q2 		$223K Sell
2,138
-4,171
-66% -$409K ﹤0.01% 1706
2025
Q1 		$629K Buy
+6,309
New +$650K 0.01% 1041

Other funds holding CRUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Cirrus Logic (CRUS) stake by 1.5% in Q2 2026, buying an estimated $7.2K and bringing the position to 2,889 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Integrated Wealth Concepts first reported a position in CRUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $629K in Q1 2025. 579 funds tracked by Wall St. Rank hold CRUS as of Q2 2026.

  • Integrated Wealth Concepts held 2,889 shares of Cirrus Logic worth $429K as of Q2 2026.
  • Integrated Wealth Concepts bought 44 Cirrus Logic shares in Q2 2026, an estimated $7.2K.
  • Cirrus Logic made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1755 holding.
  • Integrated Wealth Concepts first reported a position in Cirrus Logic in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Cirrus Logic position peaked at $629K in Q1 2025.
  • 579 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2026.

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