IWC
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Integrated Wealth Concepts’s Sea Limited SE Stock Holding History

Integrated Wealth Concepts’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$992K Buy
11,980
+9,807
+451% +$1.05M 0.01% 1122
2025
Q4 		$277K Sell
2,173
-7,798
-78% -$1.15M ﹤0.01% 1358
2025
Q3 		$1.78M Buy
9,971
+2,695
+37% +$462K 0.02% 718
2025
Q2 		$1.16M Buy
7,276
+2,523
+53% +$365K 0.01% 847
2025
Q1 		$620K Sell
4,753
-1,374
-22% -$170K 0.01% 1047
2024
Q4 		$650K Sell
6,127
-230
-4% -$24.2K 0.01% 1009
2024
Q3 		$599K Buy
6,357
+160
+3% +$12.1K 0.01% 1006
2024
Q2 		$443K Buy
+6,197
New +$410K 0.01% 1101
2022
Q1 		– Sell
-1,079
Closed -$241K – 1037
2021
Q4 		$241K Buy
+1,079
New +$322K 0.01% 871

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return