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ICLR icon

Aviso Financial’s Icon ICLR Stock Holding History

Aviso Financial’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
-372
Closed -$65.1K – 359
2025
Q1 		$65.1K Sell
372
-349
-48% -$67.7K ﹤0.01% 254
2024
Q4 		$151K Buy
721
+161
+29% +$37.6K 0.01% 245
2024
Q3 		$161K Sell
560
-76
-12% -$24K 0.01% 243
2024
Q2 		$199K Buy
+636
New +$199K 0.01% 228

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

Aviso Financial's ICLR Position: Q2 2025 in Review

Aviso Financial sold out of Icon (ICLR) in Q2 2025, closing a stake of 372 shares — an estimated $65.1K sold.

Aviso Financial first reported a position in ICLR in Q2 2024 and held it in 4 quarters. The position peaked at $199K in Q2 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Aviso Financial reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Aviso Financial sold 372 Icon shares in Q2 2025, an estimated $65.1K.
  • Aviso Financial first reported a position in Icon in Q2 2024 and held it in 4 quarters.
  • Aviso Financial's Icon position peaked at $199K in Q2 2024.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Aviso Financial's 13F filing for Q2 2025, filed 12 Aug 2025.