AWS
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Atria Wealth Solutions’s Icon ICLR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-1,424
Closed -$249K – 1680
2025
Q1 		$249K Buy
1,424
+351
+33% +$68K ﹤0.01% 1593
2024
Q4 		$225K Sell
1,073
-1,205
-53% -$281K ﹤0.01% 1746
2024
Q3 		$654K Buy
2,278
+14
+0.6% +$4.42K 0.01% 1106
2024
Q2 		$710K Buy
2,264
+370
+20% +$116K 0.01% 1052
2024
Q1 		$636K Buy
1,894
+638
+51% +$188K 0.01% 1136
2023
Q4 		$356K Buy
1,256
+98
+8% +$25.4K ﹤0.01% 1384
2023
Q3 		$285K Buy
1,158
+243
+27% +$61.2K ﹤0.01% 1445
2023
Q2 		$229K Sell
915
-23
-2% -$4.88K ﹤0.01% 1612
2023
Q1 		$200K Buy
+938
New +$209K ﹤0.01% 1679
2022
Q3 		– Sell
-1,266
Closed -$274K – 1803
2022
Q2 		$274K Buy
+1,266
New +$284K 0.01% 1261

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return