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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's TYL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Tyler Technologies (TYL) stake by 56% in Q1 2026, buying an estimated $93.1K and bringing the position to 699 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Integrated Wealth Concepts first reported a position in TYL in Q2 2022 and has held it in 13 quarters since. The position peaked at $453K in Q4 2024. 777 funds tracked by Wall St. Rank hold TYL as of Q1 2026.

  • Integrated Wealth Concepts held 699 shares of Tyler Technologies worth $239K as of Q1 2026.
  • Integrated Wealth Concepts bought 250 Tyler Technologies shares in Q1 2026, an estimated $93.1K.
  • Tyler Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1986 holding.
  • Integrated Wealth Concepts first reported a position in Tyler Technologies in Q2 2022 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Tyler Technologies position peaked at $453K in Q4 2024.
  • 777 funds tracked by Wall St. Rank held Tyler Technologies as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.