BWA
ICLR icon

Basecamp Wealth Advisors’s Icon ICLR Stock Holding History

Basecamp Wealth Advisors’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 		$57K Hold
328
– – 0.01% 499
2026
Q1 		$36.3K Buy
328
+5
+2% +$683 0.01% 633
2025
Q4 		$58.9K Buy
+323
New +$57.5K 0.01% 488

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

Basecamp Wealth Advisors's ICLR Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Icon (ICLR) position steady in Q2 2026 at 328 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #499.

Basecamp Wealth Advisors first reported a position in ICLR in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.9K in Q4 2025. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Basecamp Wealth Advisors held 328 shares of Icon worth $57K as of Q2 2026.
  • Basecamp Wealth Advisors left its Icon share count unchanged in Q2 2026.
  • Icon made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #499 holding.
  • Basecamp Wealth Advisors first reported a position in Icon in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Icon position peaked at $58.9K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.