Blue Trust, Inc. IART — INTEGRA LIFESCIENCES HLDGS C

Ownership history in Blue Trust, Inc.  ·  18 quarters on record

AI Ownership Summary

Blue Trust, Inc. reported INTEGRA LIFESCIENCES HLDGS C (IART) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows IART at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IART ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Trust, Inc.'s position in INTEGRA LIFESCIENCES HLDGS C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IART was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blue Trust, Inc. held IART — position size vs. price
% of Fund (quarterly)    IART price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,057 -708 -40.1% 0.00% $17K 2026-10-15 $13.53
2026 Q2 ADDED — — — 1,765 +368 +26.3% 0.00% $32K 2026-07-21 $19.01
2026 Q1 REDUCED — — — 1,397 -13 -0.9% 0.00% $13K 2026-04-20 $11.16
2025 Q4 REDUCED 29.6% -24.1% ✅ 1,410 -593 -29.6% 0.00% $18K 2026-01-16 $12.41
2025 Q3 ADDED — — — 2,003 +594 +42.2% 0.00% $29K 2025-10-16 $14.61
2025 Q2 ADDED — — — 1,409 +14 +1.0% 0.00% $17K 2025-07-24 $12.71
2025 Q1 ADDED — — — 1,395 +463 +49.7% 0.00% $31K 2025-04-21 $15.19
2024 Q4 ADDED — — — 932 +586 +169.4% 0.00% $17K 2025-01-22 $24.85
2024 Q3 REDUCED 60.9% +23.7% ❌ 346 -540 -60.9% 0.00% $10K 2024-10-17 $19.76
2024 Q2 ADDED — — — 886 +444 +100.5% 0.00% $31K 2024-07-18 $31.30
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Blue Trust, Inc. and IART

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Trust, Inc. reported owning IART?

Blue Trust, Inc. reported IART across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported IART position in Blue Trust, Inc.'s portfolio?

The largest reported portfolio weight for IART was 0.00% in 2024 Q2.

What is the latest reported IART position on this page?

The most recent filing on this page is 2026 Q3, when Blue Trust, Inc. reported 1,057 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this IART ownership page compare?

The chart compares Blue Trust, Inc.'s quarterly IART portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Trust, Inc. time their IART position?

Based on 13F filing dates vs. subsequent IART price moves, Blue Trust, Inc. correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on IART relative to SPY over the holding period was -39.3%.

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