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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 		$14K Sell
5,710
-4,941
-46% -$9.81K ﹤0.01% 4350
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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 reduced its OmniAb (OABI) stake by 46% in Q2 2026, selling an estimated $9.81K and leaving 5,710 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #4350.

Integrated Wealth Concepts first reported a position in OABI in Q1 2026 and has held it in 2 quarters since. 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 held 5,710 shares of OmniAb worth $14K as of Q2 2026.
  • Integrated Wealth Concepts sold 4,941 OmniAb shares in Q2 2026, an estimated $9.81K.
  • OmniAb made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4350 holding.
  • Integrated Wealth Concepts first reported a position in OmniAb in Q1 2026 and has held it in 2 quarters since.
  • 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.