AP
ICLR icon

Advisortrust Partners’s Icon ICLR Stock Holding History

Advisortrust Partners’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 		$561K Sell
3,230
-526
-14% -$67K 0.19% 89
2026
Q1 		$416K Buy
3,756
+1,723
+85% +$235K 0.17% 96
2025
Q4 		$370K Buy
+2,033
New +$362K 0.16% 94

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
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

Advisortrust Partners's ICLR Position: Q2 2026 in Review

Advisortrust Partners reduced its Icon (ICLR) stake by 14% in Q2 2026, selling an estimated $67K and leaving 3,230 shares worth $561K. The position accounts for 0.19% of the portfolio, ranked #89.

Advisortrust Partners first reported a position in ICLR in Q4 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Advisortrust Partners held 3,230 shares of Icon worth $561K as of Q2 2026.
  • Advisortrust Partners sold 526 Icon shares in Q2 2026, an estimated $67K.
  • Icon made up 0.19% of Advisortrust Partners's portfolio in Q2 2026, its #89 holding.
  • Advisortrust Partners first reported a position in Icon in Q4 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.