NewEdge Advisors’s iCoreConnect ICCT Stock Holding History

NewEdge Advisors’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	-10	Closed	-$22	–	4071
2025 Q1	$22	Hold	10	–	–	﹤0.01%	3890
2024 Q4	$25	Hold	10	–	–	﹤0.01%	3842
2024 Q3	$70	Hold	10	–	–	﹤0.01%	3734
2024 Q2	$186	Hold	10	–	–	﹤0.01%	3652
2024 Q1	$244	Hold	10	–	–	﹤0.01%	3656
2023 Q4	$248	Hold	10	–	–	﹤0.01%	3588
2023 Q3	$796	Buy	+10	New	+$1.12K	﹤0.01%	3200

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

NewEdge Advisors's ICCT Position: Q2 2025 in Review

NewEdge Advisors sold out of iCoreConnect (ICCT) in Q2 2025, closing a stake of 10 shares — an estimated $22 sold.

NewEdge Advisors first reported a position in ICCT in Q3 2023 and held it in 7 quarters. The position peaked at $796 in Q3 2023. 2 funds tracked by Wall St. Rank hold ICCT as of Q2 2025.

NewEdge Advisors reported no remaining iCoreConnect position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 10 iCoreConnect shares in Q2 2025, an estimated $22.
NewEdge Advisors first reported a position in iCoreConnect in Q3 2023 and held it in 7 quarters.
NewEdge Advisors's iCoreConnect position peaked at $796 in Q3 2023.
2 funds tracked by Wall St. Rank held iCoreConnect as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.