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Integrated Wealth Concepts’s Viper Energy VNOM Stock Holding History

Integrated Wealth Concepts’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,915
Closed -$290K – 1834
2024
Q4 		$290K Sell
5,915
-351
-6% -$18.1K ﹤0.01% 1388
2024
Q3 		$283K Buy
+6,266
New +$276K ﹤0.01% 1380

Other funds holding VNOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Integrated Wealth Concepts's VNOM Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Viper Energy (VNOM) in Q1 2025, closing a stake of 5,915 shares — an estimated $290K sold.

Integrated Wealth Concepts first reported a position in VNOM in Q3 2024 and held it in 2 quarters. The position peaked at $290K in Q4 2024. 366 funds tracked by Wall St. Rank hold VNOM as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Viper Energy position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,915 Viper Energy shares in Q1 2025, an estimated $290K.
  • Integrated Wealth Concepts first reported a position in Viper Energy in Q3 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's Viper Energy position peaked at $290K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held Viper Energy as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.