Integrated Wealth Concepts’s Global Water Resources GWRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.42K	Buy	+610	New	+$4.42K	﹤0.01%	5029

Other funds holding GWRS

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RAM

Redmond Asset Management Henrico, Virginia $401M AUM 14.95% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Global Water Resources (GWRS) in Q2 2026: 610 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #5029 among its holdings.

108 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

Integrated Wealth Concepts held 610 shares of Global Water Resources worth $4.42K as of Q2 2026.
Global Water Resources was a new Integrated Wealth Concepts position in Q2 2026.
Global Water Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5029 holding.
108 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

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