AWAU
ICLR icon

Alliance Wealth Advisors (Utah)’s Icon ICLR Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q1 		– Sell
-1,332
Closed -$243K – 247
2025
Q4 		$243K Sell
1,332
-997
-43% -$178K 0.05% 230
2025
Q3 		$408K Buy
2,329
+41
+2% +$6.86K 0.1% 197
2025
Q2 		$333K Buy
2,288
+458
+25% +$65K 0.08% 208
2025
Q1 		$320K Sell
1,830
-314
-15% -$60.9K 0.08% 205
2024
Q4 		$450K Sell
2,144
-1,963
-48% -$458K 0.12% 165
2024
Q3 		$1.18M Buy
4,107
+91
+2% +$28.7K 0.31% 83
2024
Q2 		$1.26M Sell
4,016
-24
-0.6% -$7.52K 0.37% 71
2024
Q1 		$1.36M Buy
4,040
+472
+13% +$139K 0.4% 71
2023
Q4 		$1.01M Buy
3,568
+12
+0.3% +$3.1K 0.34% 74
2023
Q3 		$876K Buy
3,556
+74
+2% +$18.6K 0.32% 74
2023
Q2 		$871K Buy
3,482
+146
+4% +$31K 0.32% 74
2023
Q1 		$713K Buy
3,336
+227
+7% +$50.5K 0.29% 86
2022
Q4 		$604K Buy
+3,109
New +$616K 0.27% 89

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s ICLR Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,332 shares — an estimated $243K sold.

Alliance Wealth Advisors (Utah) first reported a position in ICLR in Q4 2022 and held it in 13 quarters. The position peaked at $1.36M in Q1 2024. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,332 Icon shares in Q1 2026, an estimated $243K.
  • Alliance Wealth Advisors (Utah) first reported a position in Icon in Q4 2022 and held it in 13 quarters.
  • Alliance Wealth Advisors (Utah)'s Icon position peaked at $1.36M in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.