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Integrated Wealth Concepts’s Fortress Biotech FBIO Stock Holding History

Integrated Wealth Concepts’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$126K Sell
45,200
-5,800
-11% -$19.7K ﹤0.01% 2157
2025
Q4 		$187K Sell
51,000
-17,000
-25% -$48.4K ﹤0.01% 1539
2025
Q3 		$251K Hold
68,000
– – ﹤0.01% 1736
2025
Q2 		$126K Buy
68,000
+8,600
+14% +$14.9K ﹤0.01% 1811
2025
Q1 		$92.7K Hold
59,400
– – ﹤0.01% 1680
2024
Q4 		$120K Buy
59,400
+13,300
+29% +$24.1K ﹤0.01% 1647
2024
Q3 		$66.6K Buy
46,100
+18,700
+68% +$35.6K ﹤0.01% 1631
2024
Q2 		$46.9K Buy
27,400
+7,334
+37% +$13.3K ﹤0.01% 1616
2024
Q1 		$40.1K Buy
20,066
+10,000
+99% +$19.9K ﹤0.01% 1623
2023
Q4 		$30.3K Buy
+10,066
New +$26.6K ﹤0.01% 1573

Other funds holding FBIO

OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Fortress Biotech (FBIO) stake by 11% in Q1 2026, selling an estimated $19.7K and leaving 45,200 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Integrated Wealth Concepts first reported a position in FBIO in Q4 2023 and has held it in 10 quarters since. The position peaked at $251K in Q3 2025. 51 funds tracked by Wall St. Rank hold FBIO as of Q1 2026.

  • Integrated Wealth Concepts held 45,200 shares of Fortress Biotech worth $126K as of Q1 2026.
  • Integrated Wealth Concepts sold 5,800 Fortress Biotech shares in Q1 2026, an estimated $19.7K.
  • Fortress Biotech made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2157 holding.
  • Integrated Wealth Concepts first reported a position in Fortress Biotech in Q4 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's Fortress Biotech position peaked at $251K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Fortress Biotech as of Q1 2026.

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