IWC
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Integrated Wealth Concepts’s Grand Canyon Education LOPE Stock Holding History

Integrated Wealth Concepts’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,206
Closed -$205K – 2490
2026
Q1 		$205K Sell
1,206
-172
-12% -$28.9K ﹤0.01% 2100
2025
Q4 		$229K Buy
+1,378
New +$249K ﹤0.01% 1451

Other funds holding LOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Grand Canyon Education (LOPE) in Q2 2026, closing a stake of 1,206 shares — an estimated $205K sold.

Integrated Wealth Concepts first reported a position in LOPE in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 449 funds tracked by Wall St. Rank hold LOPE as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Grand Canyon Education position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,206 Grand Canyon Education shares in Q2 2026, an estimated $205K.
  • Integrated Wealth Concepts first reported a position in Grand Canyon Education in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Grand Canyon Education position peaked at $229K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2026.

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