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Integrated Wealth Concepts’s Nasdaq NDAQ Stock Holding History

Integrated Wealth Concepts’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
11,969
+1,136
+10% +$102K 0.01% 1103
2025
Q4 		$1.05M Buy
10,833
+5,257
+94% +$473K 0.01% 750
2025
Q3 		$493K Buy
5,576
+866
+18% +$80.2K ﹤0.01% 1351
2025
Q2 		$421K Buy
+4,710
New +$376K ﹤0.01% 1369

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's NDAQ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Nasdaq (NDAQ) stake by 10% in Q1 2026, buying an estimated $102K and bringing the position to 11,969 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1103.

Integrated Wealth Concepts first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Integrated Wealth Concepts held 11,969 shares of Nasdaq worth $1.02M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,136 Nasdaq shares in Q1 2026, an estimated $102K.
  • Nasdaq made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1103 holding.
  • Integrated Wealth Concepts first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Nasdaq position peaked at $1.05M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.