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Integrated Wealth Concepts’s Kopin KOPN Stock Holding History

Integrated Wealth Concepts’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.4K Buy
+15,040
New +$65.5K ﹤0.01% 2348
2018
Q3 		– Sell
-14,000
Closed -$40K – 258
2018
Q2 		$40K Buy
+14,000
New +$46.2K 0.01% 228

Other funds holding KOPN

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Kopin (KOPN) in Q2 2026: 15,040 shares worth $67.4K. The stake represents ﹤0.01% of the portfolio and ranks #2348 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in KOPN as recently as Q2 2018.

Integrated Wealth Concepts first reported a position in KOPN in Q2 2018 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • Integrated Wealth Concepts held 15,040 shares of Kopin worth $67.4K as of Q2 2026.
  • Kopin was a new Integrated Wealth Concepts position in Q2 2026.
  • Kopin made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2348 holding.
  • Integrated Wealth Concepts first reported a position in Kopin in Q2 2018 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

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