IWC
NOV icon

Integrated Wealth Concepts’s NOV NOV Stock Holding History

Integrated Wealth Concepts’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$247K Sell
13,155
-196,072
-94% -$3.68M ﹤0.01% 1973
2025
Q4 		$3.27M Buy
209,227
+97
+0% +$1.44K 0.04% 404
2025
Q3 		$2.77M Sell
209,130
-5,708
-3% -$73.7K 0.02% 561
2025
Q2 		$2.67M Buy
214,838
+37,737
+21% +$475K 0.03% 529
2025
Q1 		$2.7M Sell
177,101
-2,185
-1% -$32.7K 0.03% 501
2024
Q4 		$2.62M Buy
179,286
+3,106
+2% +$48.5K 0.03% 475
2024
Q3 		$2.81M Sell
176,180
-511
-0.3% -$9.07K 0.03% 451
2024
Q2 		$3.36M Buy
+176,691
New +$3.31M 0.05% 359
2024
Q1 		– Sell
-10,908
Closed -$221K – 1689
2023
Q4 		$221K Sell
10,908
-2,000
-15% -$39.3K ﹤0.01% 1419
2023
Q3 		$270K Sell
12,908
-13
-0.1% -$258 ﹤0.01% 1280
2023
Q2 		$207K Sell
12,921
-35
-0.3% -$570 ﹤0.01% 1413
2023
Q1 		$240K Buy
+12,956
New +$280K ﹤0.01% 1162

Other funds holding NOV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return