IWC
LAZR

Integrated Wealth Concepts’s Luminar Technologies LAZR Stock Holding History

Integrated Wealth Concepts’s Portfolio LAZR Stock Details LAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-61,842
Closed -$118K – 1869
2025
Q3 		$118K Buy
+61,842
New +$152K ﹤0.01% 1906
2024
Q3 		– Sell
-1,247
Closed -$27.9K – 1711
2024
Q2 		$27.9K Buy
1,247
+32
+3% +$758 ﹤0.01% 1626
2024
Q1 		$35.9K Buy
1,215
+97
+9% +$3.54K ﹤0.01% 1625
2023
Q4 		$56.5K Buy
+1,118
New +$55.6K ﹤0.01% 1554

Other funds holding LAZR

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Integrated Wealth Concepts's LAZR Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Luminar Technologies (LAZR) in Q4 2025, closing a stake of 61,842 shares — an estimated $118K sold.

Integrated Wealth Concepts first reported a position in LAZR in Q4 2023 and held it in 4 quarters. The position peaked at $118K in Q3 2025. 18 funds tracked by Wall St. Rank hold LAZR as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Luminar Technologies position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 61,842 Luminar Technologies shares in Q4 2025, an estimated $118K.
  • Integrated Wealth Concepts first reported a position in Luminar Technologies in Q4 2023 and held it in 4 quarters.
  • Integrated Wealth Concepts's Luminar Technologies position peaked at $118K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.