Cromwell Holdings’s ICL Group ICL Stock Holding History

Cromwell Holdings’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 Q2	$26K	Buy	5,225 +159	+3%	+$904	0.01%	556
2026 Q1	$26.2K	Hold	5,066	–	–	0.01%	537
2025 Q4	$28.9K	Hold	5,066	–	–	0.02%	538
2025 Q3	$31.5K	Hold	5,066	–	–	0.02%	543
2025 Q2	$34.9K	Hold	5,066	–	–	0.02%	514
2025 Q1	$28.8K	Hold	5,066	–	–	0.02%	538
2024 Q4	$25K	Hold	5,066	–	–	0.01%	561
2024 Q3	$21.5K	Buy	+5,066	New	+$21.5K	0.01%	567

Other funds holding ICL

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return