Advisornet Financial’s Icon ICLR Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-14	Closed	-$2.45K	–	2313
2025 Q1	$2.45K	Hold	14	–	–	﹤0.01%	1747
2024 Q4	$2.94K	Sell	14 -110	-89%	-$25.7K	﹤0.01%	1557
2024 Q3	$35.6K	Sell	124 -2	-2%	-$631	﹤0.01%	1012
2024 Q2	$39.5K	Buy	126 +77	+157%	+$24.1K	﹤0.01%	892
2024 Q1	$16.5K	Hold	49	–	–	﹤0.01%	1140
2023 Q4	$13.9K	Hold	49	–	–	﹤0.01%	1218
2023 Q3	$12.1K	Hold	49	–	–	﹤0.01%	1193
2023 Q2	$12.3K	Hold	49	–	–	﹤0.01%	1259
2023 Q1	$10.5K	Buy	49 +14	+40%	+$3.12K	﹤0.01%	1290
2022 Q4	$6.8K	Sell	35 -12	-26%	-$2.38K	﹤0.01%	1396
2022 Q3	$9K	Hold	47	–	–	﹤0.01%	1369
2022 Q2	$10K	Sell	47 -47	-50%	-$10.5K	﹤0.01%	1338
2022 Q1	$23K	Buy	94 +75	+395%	+$18.8K	﹤0.01%	1200
2021 Q4	$6K	Hold	19	–	–	﹤0.01%	1607
2021 Q3	$5K	Buy	+19	New	+$4.62K	﹤0.01%	1614
2020 Q2	–	Sell	-47	Closed	-$6K	–	1840
2020 Q1	$6K	Hold	47	–	–	﹤0.01%	1393
2019 Q4	$8K	Buy	+47	New	+$7.25K	﹤0.01%	1433
2018 Q2	–	Sell	-25	Closed	-$3K	–	1609
2018 Q1	$3K	Buy	+25	New	+$2.87K	﹤0.01%	1271

Other funds holding ICLR

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

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RCG

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

Advisornet Financial's ICLR Position: Q2 2025 in Review

Advisornet Financial sold out of Icon (ICLR) in Q2 2025, closing a stake of 14 shares — an estimated $2.45K sold.

Advisornet Financial first reported a position in ICLR in Q1 2018 and held it in 18 quarters. The position peaked at $39.5K in Q2 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

Advisornet Financial reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 14 Icon shares in Q2 2025, an estimated $2.45K.
Advisornet Financial first reported a position in Icon in Q1 2018 and held it in 18 quarters.
Advisornet Financial's Icon position peaked at $39.5K in Q2 2024.
489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.