BFG
ICLR icon

Birch Financial Group’s Icon ICLR Stock Holding History

Birch Financial Group’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
Q3 		– Sell
-2,063
Closed -$300K – 132
2025
Q2 		$300K Buy
2,063
+210
+11% +$29.8K 0.24% 76
2025
Q1 		$324K Buy
1,853
+81
+5% +$15.7K 0.29% 78
2024
Q4 		$372K Buy
+1,772
New +$414K 0.42% 53

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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 $462B AUM 39.16% 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

Birch Financial Group's ICLR Position: Q3 2025 in Review

Birch Financial Group sold out of Icon (ICLR) in Q3 2025, closing a stake of 2,063 shares — an estimated $300K sold.

Birch Financial Group first reported a position in ICLR in Q4 2024 and held it in 3 quarters. The position peaked at $372K in Q4 2024. 514 funds tracked by Wall St. Rank hold ICLR as of Q3 2025.

  • Birch Financial Group reported no remaining Icon position as of Q3 2025 after selling out during the quarter.
  • Birch Financial Group sold 2,063 Icon shares in Q3 2025, an estimated $300K.
  • Birch Financial Group first reported a position in Icon in Q4 2024 and held it in 3 quarters.
  • Birch Financial Group's Icon position peaked at $372K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Icon as of Q3 2025.

Based on Birch Financial Group's 13F filing for Q3 2025, filed 31 Oct 2025.