Integrated Wealth Concepts’s Nature's Sunshine NATR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Sell	9,311 -401	-4%	-$9.36K	﹤0.01%	2319
2026 Q1	$233K	Sell	9,712 -5,035	-34%	-$125K	﹤0.01%	2012
2025 Q4	$318K	Buy	14,747 +2,162	+17%	+$39.6K	﹤0.01%	1289
2025 Q3	$195K	Buy	+12,585	New	+$201K	﹤0.01%	1866
2025 Q1	–	Sell	-12,760	Closed	-$187K	–	1804
2024 Q4	$187K	Buy	12,760 +511	+4%	+$7.48K	﹤0.01%	1616
2024 Q3	$167K	Sell	12,249 -637	-5%	-$9.13K	﹤0.01%	1575
2024 Q2	$194K	Buy	12,886 +187	+1%	+$3.19K	﹤0.01%	1531
2024 Q1	$264K	Sell	12,699 -1,599	-11%	-$29K	﹤0.01%	1388
2023 Q4	$247K	Buy	14,298 +416	+3%	+$7.19K	﹤0.01%	1361
2023 Q3	$230K	Buy	+13,882	New	+$211K	﹤0.01%	1349

Other funds holding NATR

Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Nature's Sunshine (NATR) stake by 4.1% in Q2 2026, selling an estimated $9.36K and leaving 9,311 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Integrated Wealth Concepts first reported a position in NATR in Q3 2023 and has held it in 10 quarters since. The position peaked at $318K in Q4 2025. 153 funds tracked by Wall St. Rank hold NATR as of Q2 2026.

Integrated Wealth Concepts held 9,311 shares of Nature's Sunshine worth $203K as of Q2 2026.
Integrated Wealth Concepts sold 401 Nature's Sunshine shares in Q2 2026, an estimated $9.36K.
Nature's Sunshine made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2319 holding.
Integrated Wealth Concepts first reported a position in Nature's Sunshine in Q3 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Nature's Sunshine position peaked at $318K in Q4 2025.
153 funds tracked by Wall St. Rank held Nature's Sunshine as of Q2 2026.

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