AWM
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Aprio Wealth Management’s ICL Group ICL Stock Holding History

Aprio Wealth Management’s Portfolio ICL Stock Details ICL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,307
Closed -$95.9K – 551
2025
Q3 		$95.9K Sell
15,307
-9,813
-39% -$63K 0.01% 432
2025
Q2 		$172K Buy
25,120
+3,780
+18% +$24.7K 0.02% 396
2025
Q1 		$120K Buy
+21,340
New +$126K 0.02% 369

Other funds holding ICL

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aprio Wealth Management's ICL Position: Q4 2025 in Review

Aprio Wealth Management sold out of ICL Group (ICL) in Q4 2025, closing a stake of 15,307 shares — an estimated $95.9K sold.

Aprio Wealth Management first reported a position in ICL in Q1 2025 and held it in 3 quarters. The position peaked at $172K in Q2 2025. 206 funds tracked by Wall St. Rank hold ICL as of Q4 2025.

  • Aprio Wealth Management reported no remaining ICL Group position as of Q4 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 15,307 ICL Group shares in Q4 2025, an estimated $95.9K.
  • Aprio Wealth Management first reported a position in ICL Group in Q1 2025 and held it in 3 quarters.
  • Aprio Wealth Management's ICL Group position peaked at $172K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held ICL Group as of Q4 2025.

Based on Aprio Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.