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Atria Investments’s Icon ICLR Stock Holding History

Atria Investments’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 		$1.5M Buy
8,636
+1,190
+16% +$151K 0.02% 899
2026
Q1 		$824K Buy
7,446
+1,191
+19% +$163K 0.01% 1169
2025
Q4 		$1.14M Sell
6,255
-270
-4% -$48.1K 0.01% 998
2025
Q3 		$1.14M Buy
6,525
+525
+9% +$87.9K 0.01% 988
2025
Q2 		$873K Sell
6,000
-6,216
-51% -$882K 0.01% 1110
2025
Q1 		$2.14M Buy
12,216
+2,593
+27% +$503K 0.03% 674
2024
Q4 		$2.02M Buy
9,623
+68
+0.7% +$15.9K 0.03% 677
2024
Q3 		$2.75M Buy
9,555
+190
+2% +$59.9K 0.03% 562
2024
Q2 		$2.94M Buy
9,365
+1,874
+25% +$587K 0.04% 506
2024
Q1 		$2.52M Sell
7,491
-217
-3% -$64K 0.03% 567
2023
Q4 		$2.18M Buy
7,708
+454
+6% +$117K 0.03% 563
2023
Q3 		$1.79M Buy
7,254
+448
+7% +$113K 0.03% 609
2023
Q2 		$1.7M Sell
6,806
-2,649
-28% -$562K 0.03% 612
2023
Q1 		$2.02M Sell
9,455
-486
-5% -$108K 0.04% 536
2022
Q4 		$1.93M Sell
9,941
-1,417
-12% -$281K 0.04% 526
2022
Q3 		$2.09M Sell
11,358
-1,441
-11% -$314K 0.05% 466
2022
Q2 		$2.77M Sell
12,799
-562
-4% -$126K 0.06% 398
2022
Q1 		$3.25M Buy
13,361
+638
+5% +$160K 0.06% 404
2021
Q4 		$3.94M Buy
12,723
+2,511
+25% +$703K 0.07% 344
2021
Q3 		$2.68M Buy
10,212
+2,456
+32% +$597K 0.05% 417
2021
Q2 		$1.6M Buy
7,756
+212
+3% +$45.7K 0.03% 593
2021
Q1 		$1.48M Sell
7,544
-1,216
-14% -$240K 0.03% 559
2020
Q4 		$1.71M Sell
8,760
-341
-4% -$66.7K 0.04% 468
2020
Q3 		$1.74M Buy
9,101
+361
+4% +$66.4K 0.05% 379
2020
Q2 		$1.47M Buy
8,740
+186
+2% +$29.3K 0.05% 386
2020
Q1 		$1.16M Sell
8,554
-1,394
-14% -$223K 0.09% 210
2019
Q4 		$1.71M Buy
+9,948
New +$1.53M 0.05% 359
2019
Q3 		– Sell
-6,226
Closed -$961K – 920
2019
Q2 		$961K Sell
6,226
-435
-7% -$61K 0.04% 417
2019
Q1 		$910K Sell
6,661
-885
-12% -$121K 0.04% 385
2018
Q4 		$975K Buy
7,546
+990
+15% +$137K 0.04% 313
2018
Q3 		$1.01M Buy
6,556
+1,024
+19% +$147K 0.04% 390
2018
Q2 		$733K Buy
5,532
+1,220
+28% +$152K 0.03% 443
2018
Q1 		$509K Sell
4,312
-441
-9% -$50.6K 0.02% 507
2017
Q4 		$533K Buy
4,753
+77
+2% +$8.87K 0.03% 470
2017
Q3 		$533K Buy
4,676
+1,736
+59% +$184K 0.03% 439
2017
Q2 		$288K Buy
2,940
+251
+9% +$22.2K 0.02% 575
2017
Q1 		$214K Buy
+2,689
New +$220K 0.01% 634
2016
Q4 		– Sell
-2,765
Closed -$214K – 653
2016
Q3 		$214K Buy
+2,765
New +$208K 0.02% 490

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

Atria Investments's ICLR Position: Q2 2026 in Review

Atria Investments increased its Icon (ICLR) stake by 16% in Q2 2026, buying an estimated $151K and bringing the position to 8,636 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #899.

Atria Investments first reported a position in ICLR in Q3 2016 and has held it in 38 quarters since. The position peaked at $3.94M in Q4 2021. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Atria Investments held 8,636 shares of Icon worth $1.5M as of Q2 2026.
  • Atria Investments bought 1,190 Icon shares in Q2 2026, an estimated $151K.
  • Icon made up 0.02% of Atria Investments's portfolio in Q2 2026, its #899 holding.
  • Atria Investments first reported a position in Icon in Q3 2016 and has held it in 38 quarters since.
  • Atria Investments's Icon position peaked at $3.94M in Q4 2021.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.