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Integrated Wealth Concepts’s Lifeway Foods LWAY Stock Holding History

Integrated Wealth Concepts’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119 Buy
+4
New +$102 ﹤0.01% 5792

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Lifeway Foods (LWAY) in Q2 2026: 4 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #5792 among its holdings.

97 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • Integrated Wealth Concepts held 4 shares of Lifeway Foods worth $119 as of Q2 2026.
  • Lifeway Foods was a new Integrated Wealth Concepts position in Q2 2026.
  • Lifeway Foods made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5792 holding.
  • 97 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

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