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Albion Financial Group’s Icon ICLR Stock Holding History

Albion Financial Group’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
Q1 		– Sell
-30
Closed -$6.29K – 643
2024
Q4 		$6.29K Hold
30
– – ﹤0.01% 437
2024
Q3 		$8.62K Hold
30
– – ﹤0.01% 348
2024
Q2 		$9.4K Hold
30
– – ﹤0.01% 338
2024
Q1 		$10.1K Hold
30
– – ﹤0.01% 318
2023
Q4 		$8.49K Buy
+30
New +$7.76K ﹤0.01% 319

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Albion Financial Group's ICLR Position: Q1 2025 in Review

Albion Financial Group sold out of Icon (ICLR) in Q1 2025, closing a stake of 30 shares — an estimated $6.29K sold.

Albion Financial Group first reported a position in ICLR in Q4 2023 and held it in 5 quarters. The position peaked at $10.1K in Q1 2024. 561 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Albion Financial Group reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 30 Icon shares in Q1 2025, an estimated $6.29K.
  • Albion Financial Group first reported a position in Icon in Q4 2023 and held it in 5 quarters.
  • Albion Financial Group's Icon position peaked at $10.1K in Q1 2024.
  • 561 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.