IWC
FONR

Integrated Wealth Concepts’s Fonar FONR Stock Holding History

Integrated Wealth Concepts’s Portfolio FONR Stock Details FONR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,427
Closed -$216K – 2012
2025
Q2 		$216K Buy
+14,427
New +$193K ﹤0.01% 1728

Other funds holding FONR

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Integrated Wealth Concepts's FONR Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Fonar (FONR) in Q3 2025, closing a stake of 14,427 shares — an estimated $216K sold.

Integrated Wealth Concepts first reported a position in FONR in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 42 funds tracked by Wall St. Rank hold FONR as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Fonar position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 14,427 Fonar shares in Q3 2025, an estimated $216K.
  • Integrated Wealth Concepts first reported a position in Fonar in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Fonar position peaked at $216K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Fonar as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.