Integrated Wealth Concepts’s Unisys UIS Stock Holding History

Integrated Wealth Concepts’s Portfolio UIS Stock Details UIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$743K	Buy	+202,870	New	+$636K	﹤0.01%	1536
2022 Q3	–	Sell	-76,963	Closed	-$926K	–	1023
2022 Q2	$926K	Buy	76,963 +25,434	+49%	+$359K	0.03%	442
2022 Q1	$1.11M	Buy	+51,529	New	+$1.04M	0.03%	371
2021 Q4	–	Sell	-140,147	Closed	-$3.52M	–	1021
2021 Q3	$3.52M	Buy	140,147 +103,835	+286%	+$2.46M	0.11%	161
2021 Q2	$919K	Buy	36,312 +6,111	+20%	+$154K	0.03%	379
2021 Q1	$768K	Sell	30,201 -4,111	-12%	-$102K	0.03%	357
2020 Q4	$675K	Sell	34,312 -1,677	-5%	-$24.1K	0.03%	343
2020 Q3	$384K	Buy	35,989 +11,894	+49%	+$137K	0.02%	402
2020 Q2	$263K	Buy	+24,095	New	+$279K	0.02%	434

Other funds holding UIS

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IES Holdings Houston, Texas $311M AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Unisys (UIS) in Q2 2026: 202,870 shares worth $743K. The stake represents ﹤0.01% of the portfolio and ranks #1536 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in UIS as recently as Q2 2022.

Integrated Wealth Concepts first reported a position in UIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $3.52M in Q3 2021. 154 funds tracked by Wall St. Rank hold UIS as of Q2 2026.

Integrated Wealth Concepts held 202,870 shares of Unisys worth $743K as of Q2 2026.
Unisys was a new Integrated Wealth Concepts position in Q2 2026.
Unisys made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1536 holding.
Integrated Wealth Concepts first reported a position in Unisys in Q2 2020 and has held it in 9 quarters since.
Integrated Wealth Concepts's Unisys position peaked at $3.52M in Q3 2021.
154 funds tracked by Wall St. Rank held Unisys as of Q2 2026.

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