Avantax Advisory Services’s Icon ICLR Stock Holding History

Avantax Advisory Services’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	$254K	Sell	1,747 -6,197	-78%	-$879K	﹤0.01%	2044
2025 Q1	$1.39M	Sell	7,944 -1,373	-15%	-$266K	0.01%	928
2024 Q4	$1.95M	Buy	9,317 +1,362	+17%	+$318K	0.01%	718
2024 Q3	$2.29M	Buy	7,955 +480	+6%	+$151K	0.02%	638
2024 Q2	$2.34M	Buy	7,475 +6,080	+436%	+$1.91M	0.02%	599
2024 Q1	$468K	Buy	1,395 +37	+3%	+$10.9K	﹤0.01%	1073
2023 Q4	$384K	Buy	1,358 +17	+1%	+$4.4K	﹤0.01%	1109
2023 Q3	$330K	Buy	1,341 +5	+0.4%	+$1.26K	﹤0.01%	1141
2023 Q2	$334K	Sell	1,336 -27	-2%	-$5.73K	﹤0.01%	1130
2023 Q1	$291K	Buy	1,363 +41	+3%	+$9.13K	﹤0.01%	1169
2022 Q4	$257K	Hold	1,322	–	–	﹤0.01%	1187
2022 Q3	$243K	Buy	1,322 +61	+5%	+$13.3K	﹤0.01%	1108
2022 Q2	$273K	Hold	1,261	–	–	﹤0.01%	1053
2022 Q1	$306K	Sell	1,261 -2,532	-67%	-$635K	﹤0.01%	988
2021 Q4	$1.18M	Buy	3,793 +2,505	+194%	+$701K	0.02%	485
2021 Q3	$337K	Hold	1,288	–	–	0.01%	873
2021 Q2	$267K	Hold	1,288	–	–	﹤0.01%	955
2021 Q1	$252K	Sell	1,288 -100	-7%	-$19.7K	0.01%	881
2020 Q4	$270K	Sell	1,388 -371	-21%	-$72.5K	0.01%	768
2020 Q3	$335K	Buy	1,759 +371	+27%	+$68.2K	0.01%	972
2020 Q2	$234K	Buy	+1,388	New	+$219K	0.01%	729
2020 Q1	–	Sell	-1,470	Closed	-$253K	–	845
2019 Q4	$253K	Buy	1,470 +79	+6%	+$12.2K	0.01%	689
2019 Q3	$205K	Hold	1,391	–	–	0.01%	537
2019 Q2	$214K	Buy	+1,391	New	+$195K	0.01%	473

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Avantax Advisory Services's ICLR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Icon (ICLR) stake by 78% in Q2 2025, selling an estimated $879K and leaving 1,747 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Avantax Advisory Services first reported a position in ICLR in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.34M in Q2 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

Avantax Advisory Services held 1,747 shares of Icon worth $254K as of Q2 2025.
Avantax Advisory Services sold 6,197 Icon shares in Q2 2025, an estimated $879K.
Icon made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2044 holding.
Avantax Advisory Services first reported a position in Icon in Q2 2019 and has held it in 24 quarters since.
Avantax Advisory Services's Icon position peaked at $2.34M in Q2 2024.
489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.