BEI
ICLR icon

Benjamin Edwards Inc’s Icon ICLR Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-4,666
Closed -$850K – 1385
2025
Q4 		$850K Buy
4,666
+1,590
+52% +$283K 0.01% 771
2025
Q3 		$538K Buy
3,076
+1,247
+68% +$209K 0.01% 909
2025
Q2 		$266K Buy
1,829
+202
+12% +$28.7K ﹤0.01% 1032
2025
Q1 		$285K Buy
1,627
+58
+4% +$11.2K ﹤0.01% 949
2024
Q4 		$329K Buy
1,569
+195
+14% +$45.5K ﹤0.01% 954
2024
Q3 		$395K Buy
+1,374
New +$433K 0.01% 876
2023
Q2 		– Sell
-16
Closed -$3K – 696
2023
Q1 		$3K Hold
16
– – ﹤0.01% 649
2022
Q4 		$3K Hold
16
– – ﹤0.01% 662
2022
Q3 		$3K Hold
16
– – ﹤0.01% 637
2022
Q2 		$3K Hold
16
– – ﹤0.01% 646
2022
Q1 		$4K Sell
16
-814
-98% -$204K ﹤0.01% 660
2021
Q4 		$257K Buy
830
+736
+783% +$206K 0.08% 219
2021
Q3 		$25K Buy
+94
New +$22.8K 0.02% 381

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Benjamin Edwards Inc's ICLR Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Icon (ICLR) in Q1 2026, closing a stake of 4,666 shares — an estimated $850K sold.

Benjamin Edwards Inc first reported a position in ICLR in Q3 2021 and held it in 13 quarters. The position peaked at $850K in Q4 2025. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 4,666 Icon shares in Q1 2026, an estimated $850K.
  • Benjamin Edwards Inc first reported a position in Icon in Q3 2021 and held it in 13 quarters.
  • Benjamin Edwards Inc's Icon position peaked at $850K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.