IWC
SFIX

Integrated Wealth Concepts’s Stitch Fix SFIX Stock Holding History

Integrated Wealth Concepts’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.8K Sell
9,685
-6,431
-40% -$23.4K ﹤0.01% 3546
2026
Q1 		$53.3K Buy
+16,116
New +$65.7K ﹤0.01% 2216

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Integrated Wealth Concepts reduced its Stitch Fix (SFIX) stake by 40% in Q2 2026, selling an estimated $23.4K and leaving 9,685 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3546.

Integrated Wealth Concepts first reported a position in SFIX in Q1 2026 and has held it in 2 quarters since. The position peaked at $53.3K in Q1 2026. 187 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

  • Integrated Wealth Concepts held 9,685 shares of Stitch Fix worth $39.8K as of Q2 2026.
  • Integrated Wealth Concepts sold 6,431 Stitch Fix shares in Q2 2026, an estimated $23.4K.
  • Stitch Fix made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3546 holding.
  • Integrated Wealth Concepts first reported a position in Stitch Fix in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Stitch Fix position peaked at $53.3K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

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