BHWM
ICLR icon

Bay Harbor Wealth Management’s Icon ICLR Stock Holding History

Bay Harbor Wealth Management’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 		$2.08K Buy
+12
New +$1.53K ﹤0.01% 639
2026
Q1 		– Sell
-3
Closed -$546 – 1322
2025
Q4 		$546 Buy
3
+2
+200% +$356 ﹤0.01% 827
2025
Q3 		$175 Buy
+1
New +$167 ﹤0.01% 1065

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

Bay Harbor Wealth Management's ICLR Position: Q2 2026 in Review

Bay Harbor Wealth Management opened a new position in Icon (ICLR) in Q2 2026: 12 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Bay Harbor Wealth Management previously reported a position in ICLR as recently as Q4 2025.

Bay Harbor Wealth Management first reported a position in ICLR in Q3 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Bay Harbor Wealth Management held 12 shares of Icon worth $2.08K as of Q2 2026.
  • Icon was a new Bay Harbor Wealth Management position in Q2 2026.
  • Icon made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #639 holding.
  • Bay Harbor Wealth Management first reported a position in Icon in Q3 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.