Corient Private Wealth
ICL icon

Corient Private Wealth’s ICL Group ICL Stock Holding History

Corient Private Wealth’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 		$343K Sell
66,939
-82,219
-55% -$440K ﹤0.01% 2248
2025
Q4 		$855K Buy
149,158
+67,468
+83% +$391K ﹤0.01% 1975
2025
Q3 		$510K Buy
81,690
+8,617
+12% +$55.4K ﹤0.01% 1780
2025
Q2 		$502K Buy
73,073
+829
+1% +$5.41K ﹤0.01% 1701
2025
Q1 		$408K Sell
72,244
-7,454
-9% -$43.9K ﹤0.01% 1696
2024
Q4 		$394K Buy
79,698
+10,942
+16% +$48.9K ﹤0.01% 1746
2024
Q3 		$294K Buy
68,756
+18,201
+36% +$77.1K ﹤0.01% 2018
2024
Q2 		$216K Sell
50,555
-76
-0.2% -$358 ﹤0.01% 2087
2024
Q1 		$272K Sell
50,631
-12,320
-20% -$60.6K ﹤0.01% 1945
2023
Q4 		$315K Buy
62,951
+10,639
+20% +$54.2K ﹤0.01% 1837
2023
Q3 		$288K Sell
52,312
-5,905
-10% -$35.6K ﹤0.01% 1764
2023
Q2 		$309K Buy
58,217
+14,173
+32% +$85.7K ﹤0.01% 1682
2023
Q1 		$299K Buy
44,044
+30,677
+229% +$226K ﹤0.01% 1607
2022
Q4 		$99K Buy
+13,367
New +$111K ﹤0.01% 1576

Other funds holding ICL

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return