Integrated Wealth Concepts’s Imperial Oil IMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$758K	Buy	6,763 +12	+0.2%	+$1.5K	0.01%	1396
2026 Q1	$883K	Buy	+6,751	New	+$757K	0.01%	1191
2025 Q4	–	Sell	-6,745	Closed	-$612K	–	1836
2025 Q3	$612K	Sell	6,745 -12	-0.2%	-$1.04K	0.01%	1245
2025 Q2	$537K	Sell	6,757 -1,773	-21%	-$127K	0.01%	1233
2025 Q1	$617K	Sell	8,530 -288	-3%	-$19.8K	0.01%	1050
2024 Q4	$543K	Sell	8,818 -822	-9%	-$59.6K	0.01%	1089
2024 Q3	$679K	Buy	9,640 +416	+5%	+$29.4K	0.01%	955
2024 Q2	$630K	Buy	9,224 +374	+4%	+$25.8K	0.01%	955
2024 Q1	$612K	Sell	8,850 -1,600	-15%	-$97.7K	0.01%	957
2023 Q4	$598K	Sell	10,450 -8,232	-44%	-$473K	0.01%	919
2023 Q3	$1.15M	Sell	18,682 -724	-4%	-$39.7K	0.02%	634
2023 Q2	$993K	Sell	19,406 -618	-3%	-$30.7K	0.02%	686
2023 Q1	$1.02M	Buy	+20,024	New	+$999K	0.02%	608

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Integrated Wealth Concepts increased its Imperial Oil (IMO) stake by 0.18% in Q2 2026, buying an estimated $1.5K and bringing the position to 6,763 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #1396.

Integrated Wealth Concepts first reported a position in IMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q3 2023. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Integrated Wealth Concepts held 6,763 shares of Imperial Oil worth $758K as of Q2 2026.
Integrated Wealth Concepts bought 12 Imperial Oil shares in Q2 2026, an estimated $1.5K.
Imperial Oil made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1396 holding.
Integrated Wealth Concepts first reported a position in Imperial Oil in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's Imperial Oil position peaked at $1.15M in Q3 2023.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

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