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Integrated Wealth Concepts’s Uranium Energy UEC Stock Holding History

Integrated Wealth Concepts’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$893K Sell
34,293
-17,683
-34% -$237K ﹤0.01% 1405
2026
Q1 		$702K Buy
51,976
+40,757
+363% +$629K 0.01% 1329
2025
Q4 		$131K Sell
11,219
-34,940
-76% -$459K ﹤0.01% 1553
2025
Q3 		$616K Buy
46,159
+10,604
+30% +$106K 0.01% 1239
2025
Q2 		$242K Sell
35,555
-3,285
-8% -$18.4K ﹤0.01% 1665
2025
Q1 		$186K Sell
38,840
-1,449
-4% -$9.09K ﹤0.01% 1638
2024
Q4 		$270K Buy
40,289
+3,516
+10% +$26.9K ﹤0.01% 1429
2024
Q3 		$228K Buy
36,773
+1,560
+4% +$8.46K ﹤0.01% 1499
2024
Q2 		$212K Buy
35,213
+7,875
+29% +$53.5K ﹤0.01% 1493
2024
Q1 		$185K Buy
27,338
+1,930
+8% +$13.6K ﹤0.01% 1533
2023
Q4 		$163K Buy
25,408
+4,657
+22% +$27.8K ﹤0.01% 1495
2023
Q3 		$107K Hold
20,751
– – ﹤0.01% 1478
2023
Q2 		$70.6K Hold
20,751
– – ﹤0.01% 1505
2023
Q1 		$60K Buy
+20,751
New +$75.1K ﹤0.01% 1301

Other funds holding UEC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Uranium Energy (UEC) stake by 34% in Q2 2026, selling an estimated $237K and leaving 34,293 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Integrated Wealth Concepts first reported a position in UEC in Q1 2023 and has held it in 14 quarters since. 402 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • Integrated Wealth Concepts held 34,293 shares of Uranium Energy worth $893K as of Q2 2026.
  • Integrated Wealth Concepts sold 17,683 Uranium Energy shares in Q2 2026, an estimated $237K.
  • Uranium Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1405 holding.
  • Integrated Wealth Concepts first reported a position in Uranium Energy in Q1 2023 and has held it in 14 quarters since.
  • 402 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

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