Carson Wealth (CWM LLC)
ICL icon

Carson Wealth (CWM LLC)’s ICL Group ICL Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$35.1K Buy
6,790
+1,167
+21% +$6.24K ﹤0.01% 4054
2025
Q4 		$32K Sell
5,623
-2,227
-28% -$12.9K ﹤0.01% 3912
2025
Q3 		$49K Sell
7,850
-398
-5% -$2.56K ﹤0.01% 3549
2025
Q2 		$57K Buy
8,248
+1,581
+24% +$10.3K ﹤0.01% 3172
2025
Q1 		$38K Buy
6,667
+813
+14% +$4.78K ﹤0.01% 3204
2024
Q4 		$29K Buy
5,854
+2,477
+73% +$11.1K ﹤0.01% 3197
2024
Q3 		$14K Sell
3,377
-404
-11% -$1.71K ﹤0.01% 3587
2024
Q2 		$16K Sell
3,781
-2,040
-35% -$9.6K ﹤0.01% 3264
2024
Q1 		$31K Buy
5,821
+983
+20% +$4.83K ﹤0.01% 2623
2023
Q4 		$24K Buy
4,838
+1,215
+34% +$6.18K ﹤0.01% 2657
2023
Q3 		$20K Buy
3,623
+1,735
+92% +$10.5K ﹤0.01% 2686
2023
Q2 		$10K Buy
1,888
+1,110
+143% +$6.71K ﹤0.01% 3080
2023
Q1 		$5K Sell
778
-450
-37% -$3.32K ﹤0.01% 3295
2022
Q4 		$9K Sell
1,228
-804
-40% -$6.66K ﹤0.01% 2857
2022
Q3 		$17K Buy
2,032
+526
+35% +$4.91K ﹤0.01% 2330
2022
Q2 		$14K Sell
1,506
-316
-17% -$3.49K ﹤0.01% 2364
2022
Q1 		$22K Buy
1,822
+1,322
+264% +$14K ﹤0.01% 2019
2021
Q4 		$5K Buy
+500
New +$4.44K ﹤0.01% 2727

Other funds holding ICL

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ICL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ICL Group (ICL) stake by 21% in Q1 2026, buying an estimated $6.24K and bringing the position to 6,790 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4054.

Carson Wealth (CWM LLC) first reported a position in ICL in Q4 2021 and has held it in 18 quarters since. The position peaked at $57K in Q2 2025. 221 funds tracked by Wall St. Rank hold ICL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,790 shares of ICL Group worth $35.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,167 ICL Group shares in Q1 2026, an estimated $6.24K.
  • ICL Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4054 holding.
  • Carson Wealth (CWM LLC) first reported a position in ICL Group in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s ICL Group position peaked at $57K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held ICL Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.