Integrated Wealth Concepts
MNTN icon

Integrated Wealth Concepts’s MNTN Inc MNTN Stock Holding History

Integrated Wealth Concepts’s Portfolio MNTN Stock Details MNTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-38,947
Closed -$343K – 2558
2026
Q1 		$343K Buy
+38,947
New +$389K ﹤0.01% 1775
2025
Q4 		– Sell
-11,023
Closed -$204K – 2088
2025
Q3 		$204K Buy
+11,023
New +$251K ﹤0.01% 1846

Other funds holding MNTN

MML
Mercato Management Legacy Cottonwood Heights, Utah $56.7M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
G
Greycroft New York $44.1M AUM 24.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of MNTN Inc (MNTN) in Q2 2026, closing a stake of 38,947 shares — an estimated $343K sold.

Integrated Wealth Concepts first reported a position in MNTN in Q3 2025 and held it in 2 quarters. The position peaked at $343K in Q1 2026. 126 funds tracked by Wall St. Rank hold MNTN as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining MNTN Inc position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 38,947 MNTN Inc shares in Q2 2026, an estimated $343K.
  • Integrated Wealth Concepts first reported a position in MNTN Inc in Q3 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's MNTN Inc position peaked at $343K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held MNTN Inc as of Q2 2026.

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