BGAI
ICLR icon

Bruce G. Allen Investments’s Icon ICLR Stock Holding History

Bruce G. Allen Investments’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 		$144K Sell
829
-210
-20% -$26.7K 0.09% 105
2026
Q1 		$115K Buy
1,039
+563
+118% +$76.9K 0.08% 139
2025
Q4 		$86.7K Buy
476
+28
+6% +$4.99K 0.06% 183
2025
Q3 		$78.4K Buy
448
+36
+9% +$6.03K 0.06% 198
2025
Q2 		$59.9K Buy
412
+390
+1,773% +$55.3K 0.05% 234
2025
Q1 		$3.85K Sell
22
-14
-39% -$2.71K ﹤0.01% 602
2024
Q4 		$7.55K Sell
36
-3
-8% -$701 0.01% 520
2024
Q3 		$11.2K Sell
39
-9
-19% -$2.84K 0.01% 466
2024
Q2 		$15K Buy
48
+8
+20% +$2.51K 0.01% 406
2024
Q1 		$13.4K Sell
40
-47
-54% -$13.9K 0.01% 427
2023
Q4 		$24.6K Buy
+87
New +$22.5K 0.02% 351

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

Bruce G. Allen Investments's ICLR Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Icon (ICLR) stake by 20% in Q2 2026, selling an estimated $26.7K and leaving 829 shares worth $144K. The position accounts for 0.09% of the portfolio, ranked #105.

Bruce G. Allen Investments first reported a position in ICLR in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Bruce G. Allen Investments held 829 shares of Icon worth $144K as of Q2 2026.
  • Bruce G. Allen Investments sold 210 Icon shares in Q2 2026, an estimated $26.7K.
  • Icon made up 0.09% of Bruce G. Allen Investments's portfolio in Q2 2026, its #105 holding.
  • Bruce G. Allen Investments first reported a position in Icon in Q4 2023 and has held it in 11 quarters since.
  • 423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.