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Integrated Wealth Concepts’s Cemex CX Stock Holding History

Integrated Wealth Concepts’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Sell
23,918
-461
-2% -$5.72K ﹤0.01% 2001
2026
Q1 		$279K Buy
+24,379
New +$291K ﹤0.01% 1903
2025
Q4 		– Sell
-25,022
Closed -$225K – 1712
2025
Q3 		$225K Buy
+25,022
New +$214K ﹤0.01% 1791

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Cemex (CX) stake by 1.9% in Q2 2026, selling an estimated $5.72K and leaving 23,918 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Integrated Wealth Concepts first reported a position in CX in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold CX as of Q2 2026.

  • Integrated Wealth Concepts held 23,918 shares of Cemex worth $287K as of Q2 2026.
  • Integrated Wealth Concepts sold 461 Cemex shares in Q2 2026, an estimated $5.72K.
  • Cemex made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2001 holding.
  • Integrated Wealth Concepts first reported a position in Cemex in Q3 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Cemex as of Q2 2026.

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