CIA
ICLR icon

Cape Investment Advisory’s Icon ICLR Stock Holding History

Cape Investment Advisory’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 		$19.3K Buy
+111
New +$14.1K 0.01% 704
2026
Q1 		– Sell
-60
Closed -$10.9K – 646
2025
Q4 		$10.9K Buy
60
+14
+30% +$2.49K ﹤0.01% 735
2025
Q3 		$8.05K Buy
+46
New +$7.7K 0.01% 446

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

Cape Investment Advisory's ICLR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Icon (ICLR) in Q2 2026: 111 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ICLR as recently as Q4 2025.

Cape Investment Advisory first reported a position in ICLR in Q3 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Cape Investment Advisory held 111 shares of Icon worth $19.3K as of Q2 2026.
  • Icon was a new Cape Investment Advisory position in Q2 2026.
  • Icon made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #704 holding.
  • Cape Investment Advisory first reported a position in Icon in Q3 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.