SPL
ICLR icon

Superior Planning, LLC’s Icon ICLR Stock Holding History

Superior Planning, LLC’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
Q3 		$61.2K Buy
+360
New +$60.5K 0.03% 324

Other funds holding ICLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Superior Planning, LLC's ICLR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Icon (ICLR) in Q3 2026: 360 shares worth $61.2K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings.

254 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • Superior Planning, LLC held 360 shares of Icon worth $61.2K as of Q3 2026.
  • Icon was a new Superior Planning, LLC position in Q3 2026.
  • Icon made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #324 holding.
  • 254 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.