Integrated Wealth Concepts’s Riot Platforms RIOT Stock Holding History

Integrated Wealth Concepts’s Portfolio RIOT Stock Details RIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$136K	Buy	+10,967	New	+$168K	﹤0.01%	2151
2024 Q3	–	Sell	-25,890	Closed	-$237K	–	1728
2024 Q2	$237K	Sell	25,890 -100	-0.4%	-$1.01K	﹤0.01%	1449
2024 Q1	$318K	Buy	+25,990	New	+$339K	﹤0.01%	1294
2023 Q3	–	Sell	-16,398	Closed	-$194K	–	1613
2023 Q2	$194K	Sell	16,398 -26,193	-61%	-$293K	﹤0.01%	1434
2023 Q1	$425K	Buy	42,591 +2,037	+5%	+$13.3K	0.01%	912
2022 Q4	$137K	Buy	40,554 +16,515	+69%	+$85.2K	﹤0.01%	975
2022 Q3	$169K	Sell	24,039 -6,500	-21%	-$45.8K	0.01%	885
2022 Q2	$128K	Buy	+30,539	New	+$283K	﹤0.01%	924
2021 Q4	–	Sell	-10,350	Closed	-$266K	–	1016
2021 Q3	$266K	Buy	10,350 +162	+2%	+$5.21K	0.01%	787
2021 Q2	$384K	Buy	+10,188	New	+$364K	0.01%	597

Other funds holding RIOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrated Wealth Concepts's RIOT Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Riot Platforms (RIOT) in Q1 2026: 10,967 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #2151 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in RIOT as recently as Q2 2024.

Integrated Wealth Concepts first reported a position in RIOT in Q2 2021 and has held it in 10 quarters since. The position peaked at $425K in Q1 2023. 402 funds tracked by Wall St. Rank hold RIOT as of Q1 2026.

Integrated Wealth Concepts held 10,967 shares of Riot Platforms worth $136K as of Q1 2026.
Riot Platforms was a new Integrated Wealth Concepts position in Q1 2026.
Riot Platforms made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2151 holding.
Integrated Wealth Concepts first reported a position in Riot Platforms in Q2 2021 and has held it in 10 quarters since.
Integrated Wealth Concepts's Riot Platforms position peaked at $425K in Q1 2023.
402 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.