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ICLR icon

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 – 1802
2022
Q2 		$274K Buy
+1,266
New +$284K 0.01% 1261

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Atria Wealth Solutions's ICLR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Icon (ICLR) in Q2 2025, closing a stake of 1,424 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in ICLR in Q2 2022 and held it in 10 quarters. The position peaked at $710K in Q2 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,424 Icon shares in Q2 2025, an estimated $249K.
  • Atria Wealth Solutions first reported a position in Icon in Q2 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Icon position peaked at $710K in Q2 2024.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.