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Integrated Wealth Concepts’s EQT Corp EQT Stock Holding History

Integrated Wealth Concepts’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Buy
20,662
+8,973
+77% +$526K 0.01% 961
2025
Q4 		$627K Sell
11,689
-6,819
-37% -$383K 0.01% 985
2025
Q3 		$1.01M Sell
18,508
-2,674
-13% -$141K 0.01% 976
2025
Q2 		$1.24M Buy
21,182
+1,826
+9% +$98.5K 0.01% 815
2025
Q1 		$1.03M Buy
19,356
+2,411
+14% +$123K 0.01% 814
2024
Q4 		$781K Buy
16,945
+363
+2% +$15K 0.01% 929
2024
Q3 		$608K Buy
16,582
+182
+1% +$6.19K 0.01% 1001
2024
Q2 		$606K Sell
16,400
-145
-0.9% -$5.68K 0.01% 972
2024
Q1 		$613K Buy
16,545
+824
+5% +$29.5K 0.01% 954
2023
Q4 		$608K Sell
15,721
-822
-5% -$33.3K 0.01% 912
2023
Q3 		$671K Buy
16,543
+3,415
+26% +$141K 0.01% 856
2023
Q2 		$540K Buy
13,128
+2,690
+26% +$95.1K 0.01% 955
2023
Q1 		$333K Buy
10,438
+132
+1% +$4.23K 0.01% 1010
2022
Q4 		$349K Sell
10,306
-228
-2% -$9.15K 0.01% 768
2022
Q3 		$429K Buy
10,534
+160
+2% +$6.94K 0.01% 634
2022
Q2 		$357K Buy
10,374
+107
+1% +$4.41K 0.01% 703
2022
Q1 		$353K Sell
10,267
-4
-0% -$98 0.01% 684
2021
Q4 		$224K Sell
10,271
-1,629
-14% -$34.1K 0.01% 890
2021
Q3 		$243K Buy
+11,900
New +$230K 0.01% 819

Other funds holding EQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Integrated Wealth Concepts increased its EQT Corp (EQT) stake by 77% in Q1 2026, buying an estimated $526K and bringing the position to 20,662 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #961.

Integrated Wealth Concepts first reported a position in EQT in Q3 2021 and has held it in 19 quarters since. 1,162 funds tracked by Wall St. Rank hold EQT as of Q1 2026.

  • Integrated Wealth Concepts held 20,662 shares of EQT Corp worth $1.31M as of Q1 2026.
  • Integrated Wealth Concepts bought 8,973 EQT Corp shares in Q1 2026, an estimated $526K.
  • EQT Corp made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #961 holding.
  • Integrated Wealth Concepts first reported a position in EQT Corp in Q3 2021 and has held it in 19 quarters since.
  • 1,162 funds tracked by Wall St. Rank held EQT Corp as of Q1 2026.

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