Integrated Wealth Concepts’s Evolv Technologies EVLV Stock Holding History

Integrated Wealth Concepts’s Portfolio EVLV Stock Details EVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Sell	312,178 -9,093	-3%	-$57K	0.01%	890
2026 Q1	$1.94M	Buy	+321,271	New	+$1.88M	0.02%	758
2025 Q4	–	Sell	-294,110	Closed	-$2.22M	–	1756
2025 Q3	$2.22M	Sell	294,110 -45,056	-13%	-$329K	0.02%	637
2025 Q2	$2.12M	Buy	339,166 +10,775	+3%	+$49.9K	0.02%	600
2025 Q1	$1.02M	Buy	328,391 +365	+0.1%	+$1.28K	0.01%	820
2024 Q4	$1.3M	Sell	328,026 -24,134	-7%	-$84.7K	0.02%	717
2024 Q3	$1.43M	Sell	352,160 -56,831	-14%	-$198K	0.02%	661
2024 Q2	$1.04M	Hold	408,991	–	–	0.01%	742
2024 Q1	$1.82M	Buy	408,991 +6,831	+2%	+$29.5K	0.03%	554
2023 Q4	$1.9M	Hold	402,160	–	–	0.03%	502
2023 Q3	$1.95M	Sell	402,160 -50,000	-11%	-$308K	0.03%	463
2023 Q2	$2.71M	Buy	+452,160	New	+$2.14M	0.05%	357

Other funds holding EVLV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPCM

Stoic Point Capital Management Palo Alto, California $121M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DCI

Data Collective IV Palo Alto, California $78.6M AUM 55.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Evolv Technologies (EVLV) stake by 2.8% in Q2 2026, selling an estimated $57K and leaving 312,178 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #890.

Integrated Wealth Concepts first reported a position in EVLV in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.71M in Q2 2023. 261 funds tracked by Wall St. Rank hold EVLV as of Q2 2026.

Integrated Wealth Concepts held 312,178 shares of Evolv Technologies worth $1.81M as of Q2 2026.
Integrated Wealth Concepts sold 9,093 Evolv Technologies shares in Q2 2026, an estimated $57K.
Evolv Technologies made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #890 holding.
Integrated Wealth Concepts first reported a position in Evolv Technologies in Q2 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's Evolv Technologies position peaked at $2.71M in Q2 2023.
261 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2026.

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