NewEdge Wealth’s ICICI Bank IBN Stock Holding History

NewEdge Wealth’s Portfolio IBN Stock Details IBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,234	Closed	-$305K	–	1206
2025 Q4	$305K	Buy	+10,234	New	+$314K	﹤0.01%	1018
2025 Q2	–	Sell	-39,430	Closed	-$1.24M	–	994
2025 Q1	$1.24M	Buy	39,430 +1,407	+4%	+$40.8K	0.02%	437
2024 Q4	$1.14M	Sell	38,023 -10,512	-22%	-$317K	0.02%	455
2024 Q3	$1.45M	Sell	48,535 -1,323	-3%	-$38.5K	0.03%	404
2024 Q2	$1.44M	Sell	49,858 -848	-2%	-$22.7K	0.03%	365
2024 Q1	$1.4M	Buy	50,706 +6,348	+14%	+$158K	0.03%	373
2023 Q4	$1.06M	Buy	44,358 +1,820	+4%	+$41.9K	0.03%	389
2023 Q3	$983K	Buy	42,538 +229	+0.5%	+$5.39K	0.03%	362
2023 Q2	$977K	Buy	42,309 +27,427	+184%	+$620K	0.03%	358
2023 Q1	$321K	Buy	+14,882	New	+$310K	0.01%	494

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

NewEdge Wealth's IBN Position: Q1 2026 in Review

NewEdge Wealth sold out of ICICI Bank (IBN) in Q1 2026, closing a stake of 10,234 shares — an estimated $305K sold.

NewEdge Wealth first reported a position in IBN in Q1 2023 and held it in 10 quarters. The position peaked at $1.45M in Q3 2024. 542 funds tracked by Wall St. Rank hold IBN as of Q1 2026.

NewEdge Wealth reported no remaining ICICI Bank position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 10,234 ICICI Bank shares in Q1 2026, an estimated $305K.
NewEdge Wealth first reported a position in ICICI Bank in Q1 2023 and held it in 10 quarters.
NewEdge Wealth's ICICI Bank position peaked at $1.45M in Q3 2024.
542 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.