Ameritas Advisory Services’s Icon ICLR Stock Holding History

Ameritas Advisory Services’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	$3.13K	Buy	+18	New	+$2.29K	﹤0.01%	1633
2025 Q3	–	Sell	-331	Closed	-$48.1K	–	2495
2025 Q2	$48.1K	Buy	+331	New	+$46.9K	﹤0.01%	1327
2023 Q2	–	Sell	-249	Closed	-$52.3K	–	1485
2023 Q1	$52.3K	Buy	+249	New	+$55.4K	﹤0.01%	1240

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

Ameritas Advisory Services's ICLR Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Icon (ICLR) in Q2 2026: 18 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in ICLR as recently as Q2 2025.

Ameritas Advisory Services first reported a position in ICLR in Q1 2023 and has held it in 3 quarters since. The position peaked at $52.3K in Q1 2023. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Ameritas Advisory Services held 18 shares of Icon worth $3.13K as of Q2 2026.
Icon was a new Ameritas Advisory Services position in Q2 2026.
Icon made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1633 holding.
Ameritas Advisory Services first reported a position in Icon in Q1 2023 and has held it in 3 quarters since.
Ameritas Advisory Services's Icon position peaked at $52.3K in Q1 2023.
422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.