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Integrated Wealth Concepts’s Seres Therapeutics MCRB Stock Holding History

Integrated Wealth Concepts’s Portfolio MCRB Stock Details MCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$7K – 1965
2025
Q1 		$7K Hold
500
– – ﹤0.01% 1732
2024
Q4 		$8.31K Buy
+500
New +$8.13K ﹤0.01% 1711

Other funds holding MCRB

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Integrated Wealth Concepts's MCRB Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Seres Therapeutics (MCRB) in Q2 2025, closing a stake of 500 shares — an estimated $7K sold.

Integrated Wealth Concepts first reported a position in MCRB in Q4 2024 and held it in 2 quarters. The position peaked at $8.31K in Q4 2024. 33 funds tracked by Wall St. Rank hold MCRB as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Seres Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 500 Seres Therapeutics shares in Q2 2025, an estimated $7K.
  • Integrated Wealth Concepts first reported a position in Seres Therapeutics in Q4 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's Seres Therapeutics position peaked at $8.31K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Seres Therapeutics as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.