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Integrated Wealth Concepts’s PAVmed PAVM Stock Holding History

Integrated Wealth Concepts’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78 Buy
+13
New +$92 ﹤0.01% 5825
2023
Q4 		– Sell
-56
Closed -$7.42K – 1648
2023
Q3 		$7.42K Sell
56
-11
-16% -$1.71K ﹤0.01% 1554
2023
Q2 		$12.3K Hold
67
– – ﹤0.01% 1546
2023
Q1 		$11K Buy
+67
New +$14.1K ﹤0.01% 1333

Other funds holding PAVM

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in PAVmed (PAVM) in Q2 2026: 13 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #5825 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PAVM as recently as Q3 2023.

Integrated Wealth Concepts first reported a position in PAVM in Q1 2023 and has held it in 4 quarters since. The position peaked at $12.3K in Q2 2023. 20 funds tracked by Wall St. Rank hold PAVM as of Q2 2026.

  • Integrated Wealth Concepts held 13 shares of PAVmed worth $78 as of Q2 2026.
  • PAVmed was a new Integrated Wealth Concepts position in Q2 2026.
  • PAVmed made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5825 holding.
  • Integrated Wealth Concepts first reported a position in PAVmed in Q1 2023 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's PAVmed position peaked at $12.3K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held PAVmed as of Q2 2026.

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