Icon Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Icon Wealth Advisors's SEIC Position: Q2 2026 in Review
Icon Wealth Advisors reduced its SEI Investments (SEIC) stake by 53% in Q2 2026, selling an estimated $245K and leaving 2,443 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #395.
Icon Wealth Advisors first reported a position in SEIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $477K in Q1 2026. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Icon Wealth Advisors held 2,443 shares of SEI Investments worth $214K as of Q2 2026.
- Icon Wealth Advisors sold 2,806 SEI Investments shares in Q2 2026, an estimated $245K.
- SEI Investments made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #395 holding.
- Icon Wealth Advisors first reported a position in SEI Investments in Q4 2023 and has held it in 11 quarters since.
- Icon Wealth Advisors's SEI Investments position peaked at $477K in Q1 2026.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.