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 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	–	1128
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 $61.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return