UBS Group’s iCoreConnect ICCT Stock Holding History

UBS Group’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	-1	Closed	-$2	–	10523
2025 Q1	$2	Sell	1 -1,456	-100%	-$2.44K	﹤0.01%	10153
2024 Q4	$3.64K	Buy	1,457 +1,399	+2,412%	+$6.43K	﹤0.01%	8847
2024 Q3	$406	Sell	58 -133	-70%	-$1.59K	﹤0.01%	8954
2024 Q2	$3.55K	Buy	191 +173	+961%	+$3.74K	﹤0.01%	8200
2024 Q1	$443	Buy	+18	New	+$521	﹤0.01%	8559
2023 Q4	–	Hold	0	–	–	–	9205
2023 Q3	–	Hold	0	–	–	–	9297

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

UBS Group's ICCT Position: Q2 2025 in Review

UBS Group sold out of iCoreConnect (ICCT) in Q2 2025, closing a stake of 1 share — an estimated $2 sold.

UBS Group first reported a position in ICCT in Q1 2024 and held it in 5 quarters. The position peaked at $3.64K in Q4 2024. 2 funds tracked by Wall St. Rank hold ICCT as of Q2 2025.

UBS Group reported no remaining iCoreConnect position as of Q2 2025 after selling out during the quarter.
UBS Group sold 1 iCoreConnect share in Q2 2025, an estimated $2.
UBS Group first reported a position in iCoreConnect in Q1 2024 and held it in 5 quarters.
UBS Group's iCoreConnect position peaked at $3.64K in Q4 2024.
2 funds tracked by Wall St. Rank held iCoreConnect as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.