IWC
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Integrated Wealth Concepts’s Quad QUAD Stock Holding History

Integrated Wealth Concepts’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.38K Buy
+520
New +$3.91K ﹤0.01% 5035

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Quad (QUAD) in Q2 2026: 520 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #5035 among its holdings.

146 funds tracked by Wall St. Rank hold QUAD as of Q2 2026.

  • Integrated Wealth Concepts held 520 shares of Quad worth $4.38K as of Q2 2026.
  • Quad was a new Integrated Wealth Concepts position in Q2 2026.
  • Quad made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5035 holding.
  • 146 funds tracked by Wall St. Rank held Quad as of Q2 2026.

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