IWC
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Integrated Wealth Concepts’s Stagwell STGW Stock Holding History

Integrated Wealth Concepts’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52K Buy
+7,002
New +$46.4K ﹤0.01% 3331

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Stagwell (STGW) in Q2 2026: 7,002 shares worth $52K. The stake represents ﹤0.01% of the portfolio and ranks #3331 among its holdings.

182 funds tracked by Wall St. Rank hold STGW as of Q2 2026.

  • Integrated Wealth Concepts held 7,002 shares of Stagwell worth $52K as of Q2 2026.
  • Stagwell was a new Integrated Wealth Concepts position in Q2 2026.
  • Stagwell made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3331 holding.
  • 182 funds tracked by Wall St. Rank held Stagwell as of Q2 2026.

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