IWA
SEIC icon

Icon Wealth Advisors’s SEI Investments SEIC Stock Holding History

Icon Wealth Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$477K Buy
5,249
+116
+2% +$9.55K 0.03% 260
2025
Q4 		$421K Buy
5,133
+358
+7% +$29.4K 0.03% 272
2025
Q3 		$405K Buy
4,775
+1,976
+71% +$176K 0.03% 278
2025
Q2 		$252K Buy
2,799
+405
+17% +$32.6K 0.02% 336
2025
Q1 		$186K Buy
2,394
+172
+8% +$13.8K 0.02% 367
2024
Q4 		$183K Buy
2,222
+11
+0.5% +$863 0.02% 384
2024
Q3 		$153K Buy
2,211
+15
+0.7% +$1K 0.01% 405
2024
Q2 		$149K Buy
2,196
+224
+11% +$15.1K 0.01% 377
2024
Q1 		$142K Buy
1,972
+295
+18% +$19.6K 0.01% 400
2023
Q4 		$107K Buy
+1,677
New +$97.8K 0.01% 419

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return