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Barlow Wealth Partners’s Icon ICLR Stock Holding History

Barlow Wealth 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
2025
Q1 		– Sell
-46,359
Closed -$9.25M – 137
2024
Q4 		$9.25M Sell
46,359
-3,978
-8% -$929K 1.17% 36
2024
Q3 		$14.6M Buy
50,337
+969
+2% +$306K 1.91% 23
2024
Q2 		$16.4M Buy
49,368
+818
+2% +$256K 2.27% 15
2024
Q1 		$14.9M Buy
48,550
+1,423
+3% +$420K 2.02% 15
2023
Q4 		$13.3M Buy
+47,127
New +$12.2M 1.9% 22

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Barlow Wealth Partners's ICLR Position: Q1 2025 in Review

Barlow Wealth Partners sold out of Icon (ICLR) in Q1 2025, closing a stake of 46,359 shares — an estimated $9.25M sold.

Barlow Wealth Partners first reported a position in ICLR in Q4 2023 and held it in 5 quarters. The position peaked at $16.4M in Q2 2024. 560 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Barlow Wealth Partners reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Barlow Wealth Partners sold 46,359 Icon shares in Q1 2025, an estimated $9.25M.
  • Barlow Wealth Partners first reported a position in Icon in Q4 2023 and held it in 5 quarters.
  • Barlow Wealth Partners's Icon position peaked at $16.4M in Q2 2024.
  • 560 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Barlow Wealth Partners's 13F filing for Q1 2025, filed 28 Apr 2025.