Integrated Wealth Concepts
OABI icon

Integrated Wealth Concepts’s OmniAb OABI Stock Holding History

Integrated Wealth Concepts’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,651
Closed -$16.7K – 2504
2026
Q1 		$16.7K Buy
+10,651
New +$19.2K ﹤0.01% 2262

Other funds holding OABI

WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of OmniAb (OABI) in Q2 2026, closing a stake of 10,651 shares — an estimated $16.7K sold.

Integrated Wealth Concepts first reported a position in OABI in Q1 2026 and held it in 1 quarter. The position peaked at $16.7K in Q1 2026. 131 funds tracked by Wall St. Rank hold OABI as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining OmniAb position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,651 OmniAb shares in Q2 2026, an estimated $16.7K.
  • Integrated Wealth Concepts first reported a position in OmniAb in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's OmniAb position peaked at $16.7K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held OmniAb as of Q2 2026.

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