Bank Julius Baer & Co’s Icon ICLR Stock Holding History

Bank Julius Baer & Co’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	$3.59M	Buy	20,683 +2,307	+13%	+$294K	0.01%	281
2026 Q1	$2.03M	Sell	18,376 -120	-0.6%	-$16.4K	0.01%	310
2025 Q4	$3.37M	Sell	18,496 -1,662	-8%	-$296K	0.01%	265
2025 Q3	$3.53M	Sell	20,158 -501	-2%	-$83.8K	0.01%	270
2025 Q2	$3M	Sell	20,659 -830	-4%	-$118K	0.01%	284
2025 Q1	$3.76M	Sell	21,489 -52,149	-71%	-$10.1M	0.01%	257
2024 Q4	$16.3M	Buy	73,638 +38,408	+109%	+$8.97M	0.05%	166
2024 Q3	$10.1M	Sell	35,230 -1,221	-3%	-$385K	0.03%	184
2024 Q2	$11.4M	Sell	36,451 -371	-1%	-$116K	0.04%	151
2024 Q1	$12.1M	Sell	36,822 -1,620	-4%	-$478K	0.05%	160
2023 Q4	$10.9M	Buy	+38,442	New	+$9.95M	0.05%	176

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Bank Julius Baer & Co's ICLR Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Icon (ICLR) stake by 13% in Q2 2026, buying an estimated $294K and bringing the position to 20,683 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #281.

Bank Julius Baer & Co first reported a position in ICLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.3M in Q4 2024. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Bank Julius Baer & Co held 20,683 shares of Icon worth $3.59M as of Q2 2026.
Bank Julius Baer & Co bought 2,307 Icon shares in Q2 2026, an estimated $294K.
Icon made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #281 holding.
Bank Julius Baer & Co first reported a position in Icon in Q4 2023 and has held it in 11 quarters since.
Bank Julius Baer & Co's Icon position peaked at $16.3M in Q4 2024.
423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.