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Integrated Wealth Concepts’s Tyler Technologies TYL Stock Holding History

Integrated Wealth Concepts’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-699
Closed -$239K – 2533
2026
Q1 		$239K Buy
699
+250
+56% +$93.1K ﹤0.01% 1986
2025
Q4 		$204K Sell
449
-140
-24% -$66.7K ﹤0.01% 1520
2025
Q3 		$308K Buy
589
+182
+45% +$102K ﹤0.01% 1613
2025
Q2 		$241K Sell
407
-160
-28% -$90.6K ﹤0.01% 1667
2025
Q1 		$330K Sell
567
-219
-28% -$130K ﹤0.01% 1355
2024
Q4 		$453K Buy
786
+18
+2% +$10.9K 0.01% 1170
2024
Q3 		$448K Sell
768
-30
-4% -$16.9K 0.01% 1132
2024
Q2 		$401K Buy
798
+16
+2% +$7.37K 0.01% 1157
2024
Q1 		$332K Buy
782
+35
+5% +$14.9K ﹤0.01% 1264
2023
Q4 		$312K Buy
747
+1
+0.1% +$400 0.01% 1246
2023
Q3 		$288K Sell
746
-135
-15% -$53K 0.01% 1247
2023
Q2 		$367K Buy
+881
New +$339K 0.01% 1134
2022
Q3 		– Sell
-845
Closed -$281K – 1021
2022
Q2 		$281K Buy
+845
New +$310K 0.01% 778

Other funds holding TYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Tyler Technologies (TYL) in Q2 2026, closing a stake of 699 shares — an estimated $239K sold.

Integrated Wealth Concepts first reported a position in TYL in Q2 2022 and held it in 13 quarters. The position peaked at $453K in Q4 2024. 765 funds tracked by Wall St. Rank hold TYL as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Tyler Technologies position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 699 Tyler Technologies shares in Q2 2026, an estimated $239K.
  • Integrated Wealth Concepts first reported a position in Tyler Technologies in Q2 2022 and held it in 13 quarters.
  • Integrated Wealth Concepts's Tyler Technologies position peaked at $453K in Q4 2024.
  • 765 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2026.

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