IWC
CWCO icon

Integrated Wealth Concepts’s Consolidated Water Co CWCO Stock Holding History

Integrated Wealth Concepts’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.4K Buy
+3,132
New +$98.2K ﹤0.01% 2873

Other funds holding CWCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Consolidated Water Co (CWCO) in Q2 2026: 3,132 shares worth $92.4K. The stake represents ﹤0.01% of the portfolio and ranks #2873 among its holdings.

166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • Integrated Wealth Concepts held 3,132 shares of Consolidated Water Co worth $92.4K as of Q2 2026.
  • Consolidated Water Co was a new Integrated Wealth Concepts position in Q2 2026.
  • Consolidated Water Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2873 holding.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

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