Integrated Wealth Concepts’s Star Bulk Carriers SBLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$809K Buy
32,390
+12,694
+64% +$328K ﹤0.01% 1472
2026
Q1
$452K Sell
19,696
-200
-1% -$4.55K ﹤0.01% 1598
2025
Q4
$382K Sell
19,896
-790
-4% -$14.7K ﹤0.01% 1216
2025
Q3
$385K Sell
20,686
-40
-0.2% -$754 ﹤0.01% 1488
2025
Q2
$358K Buy
20,726
+6,936
+50% +$108K ﹤0.01% 1468
2025
Q1
$215K Sell
13,790
-250
-2% -$3.9K ﹤0.01% 1584
2024
Q4
$210K Sell
14,040
-420
-3% -$7.8K ﹤0.01% 1580
2024
Q3
$343K Buy
14,460
+19
+0.1% +$422 ﹤0.01% 1254
2024
Q2
$352K Sell
14,441
-226
-2% -$5.62K ﹤0.01% 1231
2024
Q1
$350K Hold
14,667
0.01% 1235
2023
Q4
$312K Sell
14,667
-1,060
-7% -$20.9K 0.01% 1248
2023
Q3
$303K Buy
15,727
+82
+0.5% +$1.46K 0.01% 1224
2023
Q2
$277K Sell
15,645
-1,001
-6% -$19.3K ﹤0.01% 1262
2023
Q1
$352K Buy
16,646
+4,460
+37% +$97.5K 0.01% 983
2022
Q4
$234K Buy
12,186
+1,021
+9% +$19.9K 0.01% 891
2022
Q3
$195K Buy
11,165
+2,900
+35% +$66.1K 0.01% 875
2022
Q2
$207K Buy
+8,265
New +$240K 0.01% 890

Other funds holding SBLK

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

Integrated Wealth Concepts increased its Star Bulk Carriers (SBLK) stake by 64% in Q2 2026, buying an estimated $328K and bringing the position to 32,390 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Integrated Wealth Concepts first reported a position in SBLK in Q2 2022 and has held it in 17 quarters since. 202 funds tracked by Wall St. Rank hold SBLK as of Q2 2026.

  • Integrated Wealth Concepts held 32,390 shares of Star Bulk Carriers worth $809K as of Q2 2026.
  • Integrated Wealth Concepts bought 12,694 Star Bulk Carriers shares in Q2 2026, an estimated $328K.
  • Star Bulk Carriers made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1472 holding.
  • Integrated Wealth Concepts first reported a position in Star Bulk Carriers in Q2 2022 and has held it in 17 quarters since.
  • 202 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2026.

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