FAST β€” FASTENAL CO

Ownership history in Integrated Wealth Concepts LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in FASTENAL CO (FAST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
11

Position Intelligence

Integrated Wealth Concepts LLC Γ— FAST AI Analytics

πŸ“ˆ Integrated Wealth Concepts LLC outperformed the S&P 500 by +8.2% annually on this FAST position. Timing score: 70% (7/10 decisions correct). Average cost basis: $40.94. Maximum drawdown during holding period: –18.1%.

πŸ“ˆ Position Alpha vs SPY
+8.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 8.2% per year on this position.
10 quarters analyzed

⏱️ Timing Score
70%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct

πŸ’° Entry Quality
$40.94
+18.5% vs current ($48.52)

Best entry: $25.05 (2023 Q1)  Β·  Worst: $48.52 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–18.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
73%
buy-side decisions

8 adds Β· 3 trims. Bought during 0 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FAST price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 23,430 +13,237 +129.9% 0.01% $1.1M $48.52
2025 Q2 ADDED 10,193 +3,917 +62.4% 0.00% $428K $41.36
2025 Q1 ADDED 6,276 +147 +2.4% 0.01% $487K $37.98
2024 Q4 ADDED 6,129 +394 +6.9% 0.01% $441K $35.01
2024 Q3 ADDED 5,735 +210 +3.8% 0.00% $410K $34.60
2024 Q2 REDUCED 5,525 -390 -6.6% 0.00% $347K $30.27
2024 Q1 ADDED 5,915 +192 +3.4% 0.01% $456K $36.94
2023 Q4 ADDED 5,723 +162 +2.9% 0.01% $371K $30.84
2023 Q3 REDUCED 5,561 -144 -2.5% 0.01% $304K $25.70
2023 Q2 REDUCED 5,705 -307 -5.1% 0.01% $337K $27.58
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history
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