AWA
ICLR icon

Arkadios Wealth Advisors’s Icon ICLR Stock Holding History

Arkadios Wealth Advisors’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 		$5.88M Buy
33,838
+3,995
+13% +$509K 0.09% 234
2026
Q1 		$3.3M Buy
29,843
+13,939
+88% +$1.9M 0.05% 355
2025
Q4 		$2.9M Buy
15,904
+2,072
+15% +$369K 0.06% 340
2025
Q3 		$2.42M Buy
13,832
+3,650
+36% +$611K 0.06% 348
2025
Q2 		$1.48M Buy
10,182
+2,354
+30% +$334K 0.04% 427
2025
Q1 		$1.37M Buy
7,828
+6,666
+574% +$1.29M 0.05% 373
2024
Q4 		$244K Sell
1,162
-131
-10% -$30.6K 0.01% 802
2024
Q3 		$371K Buy
1,293
+62
+5% +$19.6K 0.02% 644
2024
Q2 		$386K Buy
1,231
+497
+68% +$156K 0.03% 552
2024
Q1 		$247K Buy
+734
New +$216K 0.02% 595
2021
Q4 		– Sell
-216
Closed -$56K – 1127
2021
Q3 		$56K Buy
216
+20
+10% +$4.86K 0.01% 841
2021
Q2 		$40K Buy
196
+101
+106% +$21.8K ﹤0.01% 998
2021
Q1 		$18K Buy
95
+81
+579% +$16K ﹤0.01% 1004
2020
Q4 		$2K Sell
14
-7
-33% -$1.37K ﹤0.01% 1254
2020
Q3 		$4.28K Buy
+21
New +$3.86K ﹤0.01% 868

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

Arkadios Wealth Advisors's ICLR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Icon (ICLR) stake by 13% in Q2 2026, buying an estimated $509K and bringing the position to 33,838 shares worth $5.88M. The position accounts for 0.09% of the portfolio, ranked #234.

Arkadios Wealth Advisors first reported a position in ICLR in Q3 2020 and has held it in 15 quarters since. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Arkadios Wealth Advisors held 33,838 shares of Icon worth $5.88M as of Q2 2026.
  • Arkadios Wealth Advisors bought 3,995 Icon shares in Q2 2026, an estimated $509K.
  • Icon made up 0.09% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • Arkadios Wealth Advisors first reported a position in Icon in Q3 2020 and has held it in 15 quarters since.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.