1900 Wealth Management’s Icon ICLR Stock Holding History

1900 Wealth Management’s Portfolio ICLR Stock Details ICLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$998K	Hold	5,744	–	–	0.06%	124
2026 Q1	$636K	Buy	5,744 +3,314	+136%	+$453K	0.04%	145
2025 Q4	$443K	Buy	2,430 +103	+4%	+$18.3K	0.03%	173
2025 Q3	$407K	Hold	2,327	–	–	0.03%	173
2025 Q2	$338K	Sell	2,327 -40	-2%	-$5.67K	0.03%	179
2025 Q1	$414K	Buy	2,367 +40	+2%	+$7.75K	0.03%	160
2024 Q4	$488K	Hold	2,327	–	–	0.04%	149
2024 Q3	$669K	Hold	2,327	–	–	0.06%	122
2024 Q2	$729K	Hold	2,327	–	–	0.07%	113
2024 Q1	$782K	Buy	2,327 +1,030	+79%	+$304K	0.07%	121
2023 Q4	$367K	Hold	1,297	–	–	0.03%	226
2023 Q3	$319K	Buy	1,297 +99	+8%	+$24.9K	0.03%	235
2023 Q2	$300K	Hold	1,198	–	–	0.03%	197
2023 Q1	$233K	Hold	1,198	–	–	0.03%	214
2022 Q4	$233K	Hold	1,198	–	–	0.03%	210
2022 Q3	$220K	Hold	1,198	–	–	0.03%	210
2022 Q2	$260K	Hold	1,198	–	–	0.03%	204
2022 Q1	$291K	Buy	+1,198	New	+$300K	0.03%	207

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

1900 Wealth Management's ICLR Position: Q2 2026 in Review

1900 Wealth Management held its Icon (ICLR) position steady in Q2 2026 at 5,744 shares worth $998K. The position accounts for 0.06% of the portfolio, ranked #124.

1900 Wealth Management first reported a position in ICLR in Q1 2022 and has held it in 18 quarters since. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

1900 Wealth Management held 5,744 shares of Icon worth $998K as of Q2 2026.
1900 Wealth Management left its Icon share count unchanged in Q2 2026.
Icon made up 0.06% of 1900 Wealth Management's portfolio in Q2 2026, its #124 holding.
1900 Wealth Management first reported a position in Icon in Q1 2022 and has held it in 18 quarters since.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.