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Venturi Wealth Management’s Integra LifeSciences IART Stock Holding History

Venturi Wealth Management’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-993
Closed -$22.5K – 1161
2024
Q4 		$22.5K Buy
+993
New +$21.7K ﹤0.01% 1231
2024
Q2 		– Sell
-30
Closed -$1.06K – 1511
2024
Q1 		$1.06K Sell
30
-328
-92% -$13.1K ﹤0.01% 1348
2023
Q4 		$15.6K Buy
358
+177
+98% +$6.97K ﹤0.01% 770
2023
Q3 		$6.91K Buy
+181
New +$7.62K ﹤0.01% 880

Other funds holding IART

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Venturi Wealth Management's IART Position: Q1 2025 in Review

Venturi Wealth Management sold out of Integra LifeSciences (IART) in Q1 2025, closing a stake of 993 shares — an estimated $22.5K sold.

Venturi Wealth Management first reported a position in IART in Q3 2023 and held it in 4 quarters. The position peaked at $22.5K in Q4 2024. 219 funds tracked by Wall St. Rank hold IART as of Q1 2025.

  • Venturi Wealth Management reported no remaining Integra LifeSciences position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 993 Integra LifeSciences shares in Q1 2025, an estimated $22.5K.
  • Venturi Wealth Management first reported a position in Integra LifeSciences in Q3 2023 and held it in 4 quarters.
  • Venturi Wealth Management's Integra LifeSciences position peaked at $22.5K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Integra LifeSciences as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.