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Integrated Wealth Concepts’s Zevra Therapeutics ZVRA Stock Holding History

Integrated Wealth Concepts’s Portfolio ZVRA Stock Details ZVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,081
Closed -$143K – 2061
2025
Q3 		$143K Buy
+15,081
New +$151K ﹤0.01% 1892

Other funds holding ZVRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Integrated Wealth Concepts's ZVRA Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Zevra Therapeutics (ZVRA) in Q4 2025, closing a stake of 15,081 shares — an estimated $143K sold.

Integrated Wealth Concepts first reported a position in ZVRA in Q3 2025 and held it in 1 quarter. The position peaked at $143K in Q3 2025. 158 funds tracked by Wall St. Rank hold ZVRA as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Zevra Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 15,081 Zevra Therapeutics shares in Q4 2025, an estimated $143K.
  • Integrated Wealth Concepts first reported a position in Zevra Therapeutics in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Zevra Therapeutics position peaked at $143K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Zevra Therapeutics as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.