Bell Investment Advisors’s Icon ICLR Stock Holding History

Bell Investment 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 Q1	$664	Sell	6 -28	-82%	-$3.83K	﹤0.01%	1644
2025 Q4	$6.2K	Hold	34	–	–	﹤0.01%	893
2025 Q3	$5.95K	Sell	34 -2	-6%	-$335	﹤0.01%	840
2025 Q2	$5.24K	Hold	36	–	–	﹤0.01%	959
2025 Q1	$6.3K	Sell	36 -3	-8%	-$582	﹤0.01%	807
2024 Q4	$8.18K	Buy	39 +3	+8%	+$701	﹤0.01%	689
2024 Q3	$10.3K	Buy	36 +2	+6%	+$631	﹤0.01%	604
2024 Q2	$10.7K	Sell	34 -6	-15%	-$1.88K	﹤0.01%	581
2024 Q1	$13.4K	Hold	40	–	–	﹤0.01%	481
2023 Q4	$11.3K	Sell	40 -9	-18%	-$2.33K	﹤0.01%	512
2023 Q3	$12.1K	Buy	49 +5	+11%	+$1.26K	﹤0.01%	439
2023 Q2	$11K	Buy	44 +32	+267%	+$6.79K	﹤0.01%	478
2023 Q1	$2.56K	Sell	12 -13	-52%	-$2.89K	﹤0.01%	1120
2022 Q4	$4.86K	Hold	25	–	–	﹤0.01%	825
2022 Q3	$5K	Hold	25	–	–	﹤0.01%	681
2022 Q2	$5K	Buy	+25	New	+$5.61K	﹤0.01%	699
2021 Q4	$7K	Buy	23 +18	+360%	+$5.04K	﹤0.01%	609
2021 Q3	$1K	Buy	+5	New	+$1.22K	﹤0.01%	1410

Other funds holding ICLR

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return