Concurrent Investment Advisors’s IceCure Medical ICCM Stock Holding History

Concurrent Investment Advisors’s Portfolio ICCM Stock Details ICCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,610	Closed	-$23.6K	–	2148
2026 Q1	$23.6K	Hold	2,610	–	–	﹤0.01%	1904
2025 Q4	$47.8K	Buy	+2,610	New	+$58.6K	﹤0.01%	1743
2025 Q3	–	Sell	-333	Closed	-$9.96K	–	1546
2025 Q2	$9.96K	Hold	333	–	–	﹤0.01%	1395
2025 Q1	$11.8K	Hold	333	–	–	﹤0.01%	1226
2024 Q4	$11K	Hold	333	–	–	﹤0.01%	1107
2024 Q3	$6.1K	Hold	333	–	–	﹤0.01%	1079
2024 Q2	$7.4K	Buy	+333	New	+$10.6K	﹤0.01%	977

Other funds holding ICCM

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Concurrent Investment Advisors's ICCM Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of IceCure Medical (ICCM) in Q2 2026, closing a stake of 2,610 shares — an estimated $23.6K sold.

Concurrent Investment Advisors first reported a position in ICCM in Q2 2024 and held it in 7 quarters. The position peaked at $47.8K in Q4 2025. 3 funds tracked by Wall St. Rank hold ICCM as of Q2 2026.

Concurrent Investment Advisors reported no remaining IceCure Medical position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 2,610 IceCure Medical shares in Q2 2026, an estimated $23.6K.
Concurrent Investment Advisors first reported a position in IceCure Medical in Q2 2024 and held it in 7 quarters.
Concurrent Investment Advisors's IceCure Medical position peaked at $47.8K in Q4 2025.
3 funds tracked by Wall St. Rank held IceCure Medical as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.