Integrated Wealth Concepts’s Guardant Health GH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$974K Sell
6,493
-18
-0.3% -$1.96K 0.01% 1225
2026
Q1
$601K Buy
+6,511
New +$654K ﹤0.01% 1431
2025
Q4
Sell
-4,684
Closed -$293K 1793
2025
Q3
$293K Sell
4,684
-1,576
-25% -$85.7K ﹤0.01% 1648
2025
Q2
$326K Buy
+6,260
New +$280K ﹤0.01% 1507
2023
Q3
Sell
-6,560
Closed -$235K 1581
2023
Q2
$235K Buy
+6,560
New +$188K ﹤0.01% 1344

Other funds holding GH

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

Integrated Wealth Concepts reduced its Guardant Health (GH) stake by 0.28% in Q2 2026, selling an estimated $1.96K and leaving 6,493 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #1225.

Integrated Wealth Concepts first reported a position in GH in Q2 2023 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold GH as of Q2 2026.

  • Integrated Wealth Concepts held 6,493 shares of Guardant Health worth $974K as of Q2 2026.
  • Integrated Wealth Concepts sold 18 Guardant Health shares in Q2 2026, an estimated $1.96K.
  • Guardant Health made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1225 holding.
  • Integrated Wealth Concepts first reported a position in Guardant Health in Q2 2023 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Guardant Health as of Q2 2026.

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