Integrated Wealth Concepts’s Manitowoc MTW Stock Holding History

Integrated Wealth Concepts’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,804	Closed	-$126K	–	1802
2024 Q4	$126K	Buy	13,804 +54	+0.4%	+$533	﹤0.01%	1642
2024 Q3	$132K	Hold	13,750	–	–	﹤0.01%	1585
2024 Q2	$159K	Sell	13,750 -500	-4%	-$6.18K	﹤0.01%	1552
2024 Q1	$201K	Sell	14,250 -1,500	-10%	-$22.3K	﹤0.01%	1518
2023 Q4	$263K	Sell	15,750 -3,000	-16%	-$43.6K	﹤0.01%	1327
2023 Q3	$282K	Sell	18,750 -1,500	-7%	-$25.1K	0.01%	1256
2023 Q2	$381K	Buy	20,250 +1,500	+8%	+$24.2K	0.01%	1123
2023 Q1	$320K	Buy	+18,750	New	+$281K	0.01%	1028

Other funds holding MTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Integrated Wealth Concepts's MTW Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Manitowoc (MTW) in Q1 2025, closing a stake of 13,804 shares — an estimated $126K sold.

Integrated Wealth Concepts first reported a position in MTW in Q1 2023 and held it in 8 quarters. The position peaked at $381K in Q2 2023. 155 funds tracked by Wall St. Rank hold MTW as of Q1 2025.

Integrated Wealth Concepts reported no remaining Manitowoc position as of Q1 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 13,804 Manitowoc shares in Q1 2025, an estimated $126K.
Integrated Wealth Concepts first reported a position in Manitowoc in Q1 2023 and held it in 8 quarters.
Integrated Wealth Concepts's Manitowoc position peaked at $381K in Q2 2023.
155 funds tracked by Wall St. Rank held Manitowoc as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.