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Integrated Wealth Concepts’s Denali Therapeutics DNLI Stock Holding History

Integrated Wealth Concepts’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63M Buy
102,241
+2,687
+3% +$55.2K 0.01% 827
2026
Q1 		$1.91M Buy
99,554
+4,972
+5% +$98.9K 0.02% 769
2025
Q4 		$1.56M Buy
94,582
+3,508
+4% +$59.2K 0.02% 597
2025
Q3 		$1.32M Sell
91,074
-4,972
-5% -$71.4K 0.01% 847
2025
Q2 		$1.34M Buy
+96,046
New +$1.35M 0.01% 777

Other funds holding DNLI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Denali Therapeutics (DNLI) stake by 2.7% in Q2 2026, buying an estimated $55.2K and bringing the position to 102,241 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #827.

Integrated Wealth Concepts first reported a position in DNLI in Q2 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold DNLI as of Q2 2026.

  • Integrated Wealth Concepts held 102,241 shares of Denali Therapeutics worth $2.63M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,687 Denali Therapeutics shares in Q2 2026, an estimated $55.2K.
  • Denali Therapeutics made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #827 holding.
  • Integrated Wealth Concepts first reported a position in Denali Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held Denali Therapeutics as of Q2 2026.

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