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Plan A Wealth’s ICL Group ICL Stock Holding History

Plan A Wealth’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
2026
Q3 		$279K Buy
55,480
+9,339
+20% +$49.9K 0.1% 146
2026
Q2 		$230K Buy
46,141
+8,001
+21% +$45.5K 0.1% 165
2026
Q1 		$197K Buy
38,140
+6,939
+22% +$37.1K 0.09% 166
2025
Q4 		$179K Buy
31,201
+6,529
+26% +$37.8K 0.09% 161
2025
Q3 		$155K Buy
24,672
+5,849
+31% +$37.6K 0.08% 160
2025
Q2 		$129K Buy
18,823
+8,230
+78% +$53.7K 0.07% 145
2025
Q1 		$59.5K Buy
+10,593
New +$62.3K 0.05% 118

Other funds holding ICL

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Plan A Wealth's ICL Position: Q3 2026 in Review

Plan A Wealth increased its ICL Group (ICL) stake by 20% in Q3 2026, buying an estimated $49.9K and bringing the position to 55,480 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #146.

Plan A Wealth first reported a position in ICL in Q1 2025 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold ICL as of Q3 2026.

  • Plan A Wealth held 55,480 shares of ICL Group worth $279K as of Q3 2026.
  • Plan A Wealth bought 9,339 ICL Group shares in Q3 2026, an estimated $49.9K.
  • ICL Group made up 0.1% of Plan A Wealth's portfolio in Q3 2026, its #146 holding.
  • Plan A Wealth first reported a position in ICL Group in Q1 2025 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held ICL Group as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.