Integrated Wealth Concepts’s Wingstop WING Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,796	Closed	-$278K	–	2544
2026 Q1	$278K	Buy	+1,796	New	+$432K	﹤0.01%	1905
2025 Q4	–	Sell	-4,288	Closed	-$1.08M	–	2044
2025 Q3	$1.08M	Buy	4,288 +348	+9%	+$108K	0.01%	938
2025 Q2	$1.33M	Buy	3,940 +1,104	+39%	+$327K	0.01%	782
2025 Q1	$640K	Buy	2,836 +1,349	+91%	+$351K	0.01%	1037
2024 Q4	$423K	Sell	1,487 -1,087	-42%	-$370K	﹤0.01%	1206
2024 Q3	$1.07M	Buy	2,574 +88	+4%	+$34.2K	0.01%	772
2024 Q2	$1.05M	Buy	2,486 +576	+30%	+$221K	0.01%	740
2024 Q1	$699K	Buy	1,910 +592	+45%	+$184K	0.01%	911
2023 Q4	$338K	Buy	+1,318	New	+$285K	0.01%	1203
2023 Q3	–	Sell	-1,206	Closed	-$241K	–	1632
2023 Q2	$241K	Buy	+1,206	New	+$236K	﹤0.01%	1336

Other funds holding WING

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Integrated Wealth Concepts sold out of Wingstop (WING) in Q2 2026, closing a stake of 1,796 shares — an estimated $278K sold.

Integrated Wealth Concepts first reported a position in WING in Q2 2023 and held it in 10 quarters. The position peaked at $1.33M in Q2 2025. 425 funds tracked by Wall St. Rank hold WING as of Q2 2026.

Integrated Wealth Concepts reported no remaining Wingstop position as of Q2 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 1,796 Wingstop shares in Q2 2026, an estimated $278K.
Integrated Wealth Concepts first reported a position in Wingstop in Q2 2023 and held it in 10 quarters.
Integrated Wealth Concepts's Wingstop position peaked at $1.33M in Q2 2025.
425 funds tracked by Wall St. Rank held Wingstop as of Q2 2026.

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