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
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 $62.3B 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 $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Bruce G. Allen Investments's ICLR Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Icon (ICLR) stake by 118% in Q1 2026, buying an estimated $76.9K and bringing the position to 1,039 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #139.

Bruce G. Allen Investments first reported a position in ICLR in Q4 2023 and has held it in 10 quarters since. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Bruce G. Allen Investments held 1,039 shares of Icon worth $115K as of Q1 2026.
  • Bruce G. Allen Investments bought 563 Icon shares in Q1 2026, an estimated $76.9K.
  • Icon made up 0.08% of Bruce G. Allen Investments's portfolio in Q1 2026, its #139 holding.
  • Bruce G. Allen Investments first reported a position in Icon in Q4 2023 and has held it in 10 quarters since.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.