IWC
MKTW icon

Integrated Wealth Concepts’s MarketWise MKTW Stock Holding History

Integrated Wealth Concepts’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.93K Buy
+220
New +$3.8K ﹤0.01% 5083

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in MarketWise (MKTW) in Q2 2026: 220 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #5083 among its holdings.

51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Integrated Wealth Concepts held 220 shares of MarketWise worth $3.93K as of Q2 2026.
  • MarketWise was a new Integrated Wealth Concepts position in Q2 2026.
  • MarketWise made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5083 holding.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

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