IWC
SWMR

Integrated Wealth Concepts’s Swarmer Inc SWMR Stock Holding History

Integrated Wealth Concepts’s Portfolio SWMR Stock Details SWMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.11K Buy
+138
New +$5.97K ﹤0.01% 4862

Other funds holding SWMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Integrated Wealth Concepts opened a new position in Swarmer Inc (SWMR) in Q2 2026: 138 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #4862 among its holdings.

69 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • Integrated Wealth Concepts held 138 shares of Swarmer Inc worth $6.11K as of Q2 2026.
  • Swarmer Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Swarmer Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4862 holding.
  • 69 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

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