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Integrated Wealth Concepts’s Vestis VSTS Stock Holding History

Integrated Wealth Concepts’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,201
Closed -$92.8K – 2106
2025
Q2 		$92.8K Buy
+16,201
New +$114K ﹤0.01% 1835

Other funds holding VSTS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Greenstone Partners Larkspur, California $547M AUM
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Integrated Wealth Concepts's VSTS Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Vestis (VSTS) in Q3 2025, closing a stake of 16,201 shares — an estimated $92.8K sold.

Integrated Wealth Concepts first reported a position in VSTS in Q2 2025 and held it in 1 quarter. The position peaked at $92.8K in Q2 2025. 247 funds tracked by Wall St. Rank hold VSTS as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Vestis position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 16,201 Vestis shares in Q3 2025, an estimated $92.8K.
  • Integrated Wealth Concepts first reported a position in Vestis in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Vestis position peaked at $92.8K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Vestis as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.