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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SPCM

Stoic Point Capital Management Palo Alto, California $103M AUM

DCI

Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Evolv Technologies (EVLV) in Q1 2026: 321,271 shares worth $1.94M. The stake represents 0.02% of the portfolio and ranks #758 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EVLV as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in EVLV in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.71M in Q2 2023. 260 funds tracked by Wall St. Rank hold EVLV as of Q1 2026.

Integrated Wealth Concepts held 321,271 shares of Evolv Technologies worth $1.94M as of Q1 2026.
Evolv Technologies was a new Integrated Wealth Concepts position in Q1 2026.
Evolv Technologies made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #758 holding.
Integrated Wealth Concepts first reported a position in Evolv Technologies in Q2 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Evolv Technologies position peaked at $2.71M in Q2 2023.
260 funds tracked by Wall St. Rank held Evolv Technologies as of Q1 2026.

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