IWC
CV

Integrated Wealth Concepts’s CapsoVision Inc CV Stock Holding History

Integrated Wealth Concepts’s Portfolio CV Stock Details CV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$759 Buy
+100
New +$674 ﹤0.01% 5587

Other funds holding CV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in CapsoVision Inc (CV) in Q2 2026: 100 shares worth $759. The stake represents ﹤0.01% of the portfolio and ranks #5587 among its holdings.

50 funds tracked by Wall St. Rank hold CV as of Q2 2026.

  • Integrated Wealth Concepts held 100 shares of CapsoVision Inc worth $759 as of Q2 2026.
  • CapsoVision Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • CapsoVision Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5587 holding.
  • 50 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

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