Callan Family Office’s Icon ICLR Stock Holding History

Callan Family Office’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	-1,364	Closed	-$249K	–	1156
2025 Q4	$249K	Buy	+1,364	New	+$243K	0.01%	981

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Callan Family Office's ICLR Position: Q1 2026 in Review

Callan Family Office sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,364 shares — an estimated $249K sold.

Callan Family Office first reported a position in ICLR in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Callan Family Office reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
Callan Family Office sold 1,364 Icon shares in Q1 2026, an estimated $249K.
Callan Family Office first reported a position in Icon in Q4 2025 and held it in 1 quarter.
Callan Family Office's Icon position peaked at $249K in Q4 2025.
415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.