Integrated Wealth Concepts
ICL icon

Integrated Wealth Concepts’s ICL Group ICL Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-11,893
Closed -$74K – 1828
2025
Q3 		$74K Sell
11,893
-4,210
-26% -$27K ﹤0.01% 1930
2025
Q2 		$111K Buy
+16,103
New +$105K ﹤0.01% 1821

Other funds holding ICL

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Altshuler Shaham
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's ICL Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of ICL Group (ICL) in Q4 2025, closing a stake of 11,893 shares — an estimated $74K sold.

Integrated Wealth Concepts first reported a position in ICL in Q2 2025 and held it in 2 quarters. The position peaked at $111K in Q2 2025. 207 funds tracked by Wall St. Rank hold ICL as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining ICL Group position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,893 ICL Group shares in Q4 2025, an estimated $74K.
  • Integrated Wealth Concepts first reported a position in ICL Group in Q2 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's ICL Group position peaked at $111K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held ICL Group as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.