Caldwell Sutter Capital’s Icon ICLR Stock Holding History

Caldwell Sutter Capital’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	$2.08K	Hold	12	–	–	﹤0.01%	797
2026 Q1	$1.33K	Hold	12	–	–	﹤0.01%	794
2025 Q4	$2.19K	Hold	12	–	–	﹤0.01%	735
2025 Q3	$2.1K	Hold	12	–	–	﹤0.01%	735
2025 Q2	$1.75K	Hold	12	–	–	﹤0.01%	732
2025 Q1	$2.1K	Hold	12	–	–	﹤0.01%	728
2024 Q4	$2.52K	Hold	12	–	–	﹤0.01%	722
2024 Q3	$3.45K	Hold	12	–	–	﹤0.01%	696
2024 Q2	$3.76K	Hold	12	–	–	﹤0.01%	671
2024 Q1	$4.03K	Hold	12	–	–	﹤0.01%	651
2023 Q4	$3.4K	Hold	12	–	–	﹤0.01%	681
2023 Q3	$2.96K	Hold	12	–	–	﹤0.01%	675
2023 Q2	$3K	Buy	+12	New	+$2.55K	﹤0.01%	679

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Caldwell Sutter Capital's ICLR Position: Q2 2026 in Review

Caldwell Sutter Capital held its Icon (ICLR) position steady in Q2 2026 at 12 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Caldwell Sutter Capital first reported a position in ICLR in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.03K in Q1 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Caldwell Sutter Capital held 12 shares of Icon worth $2.08K as of Q2 2026.
Caldwell Sutter Capital left its Icon share count unchanged in Q2 2026.
Icon made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #797 holding.
Caldwell Sutter Capital first reported a position in Icon in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Icon position peaked at $4.03K in Q1 2024.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.