Morgan Stanley’s iCoreConnect ICCT Stock Holding History

Morgan Stanley’s Portfolio ICCT Stock Details ICCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-400	Closed	-$896	–	8187
2025 Q1	$896	Buy	400 +105	+36%	+$176	﹤0.01%	7296
2024 Q4	$738	Sell	295 -500	-63%	-$2.3K	﹤0.01%	7307
2024 Q3	$5.57K	Hold	795	–	–	﹤0.01%	6887
2024 Q2	$14.8K	Hold	795	–	–	﹤0.01%	6553
2024 Q1	$19.4K	Buy	+795	New	+$23K	﹤0.01%	6500
2023 Q4	–	Hold	0	–	–	–	7774
2023 Q3	–	Hold	0	–	–	–	7537

Other funds holding ICCT

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's ICCT Position: Q2 2025 in Review

Morgan Stanley sold out of iCoreConnect (ICCT) in Q2 2025, closing a stake of 400 shares — an estimated $896 sold.

Morgan Stanley first reported a position in ICCT in Q1 2024 and held it in 5 quarters. The position peaked at $19.4K in Q1 2024. 2 funds tracked by Wall St. Rank hold ICCT as of Q2 2025.

Morgan Stanley reported no remaining iCoreConnect position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 400 iCoreConnect shares in Q2 2025, an estimated $896.
Morgan Stanley first reported a position in iCoreConnect in Q1 2024 and held it in 5 quarters.
Morgan Stanley's iCoreConnect position peaked at $19.4K in Q1 2024.
2 funds tracked by Wall St. Rank held iCoreConnect as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.