Cerity Partners
ICON

Cerity Partners’s Icon Energy ICON Stock Holding History

Cerity Partners’s Portfolio ICON Stock Details ICON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-275
Closed -$2.63K – 2780
2025
Q1 		$2.63K Buy
+275
New +$34.1K ﹤0.01% 2472

Other funds holding ICON

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's ICON Position: Q2 2025 in Review

Cerity Partners sold out of Icon Energy (ICON) in Q2 2025, closing a stake of 275 shares — an estimated $2.63K sold.

Cerity Partners first reported a position in ICON in Q1 2025 and held it in 1 quarter. The position peaked at $2.63K in Q1 2025. 6 funds tracked by Wall St. Rank hold ICON as of Q2 2025.

  • Cerity Partners reported no remaining Icon Energy position as of Q2 2025 after selling out during the quarter.
  • Cerity Partners sold 275 Icon Energy shares in Q2 2025, an estimated $2.63K.
  • Cerity Partners first reported a position in Icon Energy in Q1 2025 and held it in 1 quarter.
  • Cerity Partners's Icon Energy position peaked at $2.63K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Icon Energy as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.