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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Integrated Wealth Concepts's LOPE Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Grand Canyon Education (LOPE) stake by 12% in Q1 2026, selling an estimated $28.9K and leaving 1,206 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Integrated Wealth Concepts first reported a position in LOPE in Q4 2025 and has held it in 2 quarters since. The position peaked at $229K in Q4 2025. 471 funds tracked by Wall St. Rank hold LOPE as of Q1 2026.

  • Integrated Wealth Concepts held 1,206 shares of Grand Canyon Education worth $205K as of Q1 2026.
  • Integrated Wealth Concepts sold 172 Grand Canyon Education shares in Q1 2026, an estimated $28.9K.
  • Grand Canyon Education made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2100 holding.
  • Integrated Wealth Concepts first reported a position in Grand Canyon Education in Q4 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Grand Canyon Education position peaked at $229K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.