IWC
SI

Integrated Wealth Concepts’s Shoulder Innovations Inc SI Stock Holding History

Integrated Wealth Concepts’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.6K Buy
+1,704
New +$26.2K ﹤0.01% 3668

Other funds holding SI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $143M AUM 102.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Shoulder Innovations Inc (SI) in Q2 2026: 1,704 shares worth $34.6K. The stake represents ﹤0.01% of the portfolio and ranks #3668 among its holdings.

72 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Integrated Wealth Concepts held 1,704 shares of Shoulder Innovations Inc worth $34.6K as of Q2 2026.
  • Shoulder Innovations Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Shoulder Innovations Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3668 holding.
  • 72 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

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