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Avantax Planning Partners’s Icon ICLR Stock Holding History

Avantax Planning Partners’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 		$346K Buy
+1,992
New +$254K 0.01% 342
2018
Q4 		– Sell
-42
Closed -$6K – 701
2018
Q3 		$6K Buy
+42
New +$6.02K ﹤0.01% 1022
2018
Q2 		– Sell
-123
Closed -$15K – 793
2018
Q1 		$15K Buy
+123
New +$14.1K ﹤0.01% 888

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

Avantax Planning Partners's ICLR Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Icon (ICLR) in Q2 2026: 1,992 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in ICLR as recently as Q3 2018.

Avantax Planning Partners first reported a position in ICLR in Q1 2018 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Avantax Planning Partners held 1,992 shares of Icon worth $346K as of Q2 2026.
  • Icon was a new Avantax Planning Partners position in Q2 2026.
  • Icon made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #342 holding.
  • Avantax Planning Partners first reported a position in Icon in Q1 2018 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.