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Integrated Wealth Concepts’s Mine Safety MSA Stock Holding History

Integrated Wealth Concepts’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,416
Closed -$501K – 1971
2025
Q1 		$501K Buy
+3,416
New +$545K 0.01% 1133

Other funds holding MSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Mine Safety (MSA) in Q2 2025, closing a stake of 3,416 shares — an estimated $501K sold.

Integrated Wealth Concepts first reported a position in MSA in Q1 2025 and held it in 1 quarter. The position peaked at $501K in Q1 2025. 390 funds tracked by Wall St. Rank hold MSA as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Mine Safety position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,416 Mine Safety shares in Q2 2025, an estimated $501K.
  • Integrated Wealth Concepts first reported a position in Mine Safety in Q1 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Mine Safety position peaked at $501K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held Mine Safety as of Q2 2025.

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