IWC
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Integrated Wealth Concepts’s Plug Power PLUG Stock Holding History

Integrated Wealth Concepts’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.8K Sell
18,748
-614
-3% -$1.93K ﹤0.01% 2363
2026
Q1 		$43.8K Buy
19,362
+1,361
+8% +$2.96K ﹤0.01% 2221
2025
Q4 		$35.5K Sell
18,001
-2,874
-14% -$7.5K ﹤0.01% 1585
2025
Q3 		$48.6K Sell
20,875
-4,435
-18% -$7.52K ﹤0.01% 1947
2025
Q2 		$37.7K Buy
25,310
+3,745
+17% +$3.74K ﹤0.01% 1875
2025
Q1 		$29.1K Buy
21,565
+2,400
+13% +$4.56K ﹤0.01% 1716
2024
Q4 		$40.8K Sell
19,165
-1,504
-7% -$3.28K ﹤0.01% 1692
2024
Q3 		$46.7K Sell
20,669
-2,377
-10% -$5.33K ﹤0.01% 1642
2024
Q2 		$53.7K Buy
23,046
+2,321
+11% +$6.65K ﹤0.01% 1609
2024
Q1 		$71.3K Buy
20,725
+945
+5% +$3.51K ﹤0.01% 1601
2023
Q4 		$89K Sell
19,780
-1,881
-9% -$9.87K ﹤0.01% 1531
2023
Q3 		$165K Buy
21,661
+5,502
+34% +$53.8K ﹤0.01% 1441
2023
Q2 		$168K Buy
16,159
+479
+3% +$4.36K ﹤0.01% 1449
2023
Q1 		$184K Buy
+15,680
New +$224K ﹤0.01% 1229

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Plug Power (PLUG) stake by 3.2% in Q2 2026, selling an estimated $1.93K and leaving 18,748 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Integrated Wealth Concepts first reported a position in PLUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $184K in Q1 2023. 511 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Integrated Wealth Concepts held 18,748 shares of Plug Power worth $50.8K as of Q2 2026.
  • Integrated Wealth Concepts sold 614 Plug Power shares in Q2 2026, an estimated $1.93K.
  • Plug Power made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2363 holding.
  • Integrated Wealth Concepts first reported a position in Plug Power in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Plug Power position peaked at $184K in Q1 2023.
  • 511 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

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