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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Cirrus Logic (CRUS) in Q1 2026: 2,845 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #1659 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CRUS as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CRUS in Q1 2025 and has held it in 4 quarters since. The position peaked at $629K in Q1 2025. 534 funds tracked by Wall St. Rank hold CRUS as of Q1 2026.

  • Integrated Wealth Concepts held 2,845 shares of Cirrus Logic worth $411K as of Q1 2026.
  • Cirrus Logic was a new Integrated Wealth Concepts position in Q1 2026.
  • Cirrus Logic made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1659 holding.
  • Integrated Wealth Concepts first reported a position in Cirrus Logic in Q1 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Cirrus Logic position peaked at $629K in Q1 2025.
  • 534 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2026.

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