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Integrated Wealth Concepts’s Taylor Devices TAYD Stock Holding History

Integrated Wealth Concepts’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.33K Buy
+125
New +$6.76K ﹤0.01% 4749

Other funds holding TAYD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Taylor Devices (TAYD) in Q2 2026: 125 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #4749 among its holdings.

67 funds tracked by Wall St. Rank hold TAYD as of Q2 2026.

  • Integrated Wealth Concepts held 125 shares of Taylor Devices worth $7.33K as of Q2 2026.
  • Taylor Devices was a new Integrated Wealth Concepts position in Q2 2026.
  • Taylor Devices made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4749 holding.
  • 67 funds tracked by Wall St. Rank held Taylor Devices as of Q2 2026.

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