Action Point Financial Planning’s Icon ICLR Stock Holding History

Action Point Financial Planning’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	$5.04K	Buy	+33	New	+$4.2K	﹤0.01%	1814

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

Action Point Financial Planning's ICLR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Icon (ICLR) in Q2 2026: 33 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings.

421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Action Point Financial Planning held 33 shares of Icon worth $5.04K as of Q2 2026.
Icon was a new Action Point Financial Planning position in Q2 2026.
Icon made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1814 holding.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.