CAWM
ICLR icon

Capital A Wealth Management’s Icon ICLR Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-62
Closed -$10.8K – 623
2025
Q1 		$10.8K Hold
62
– – 0.01% 287
2024
Q4 		$13K Buy
+62
New +$14.5K 0.02% 283

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Capital A Wealth Management's ICLR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Icon (ICLR) in Q2 2025, closing a stake of 62 shares — an estimated $10.8K sold.

Capital A Wealth Management first reported a position in ICLR in Q4 2024 and held it in 2 quarters. The position peaked at $13K in Q4 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 62 Icon shares in Q2 2025, an estimated $10.8K.
  • Capital A Wealth Management first reported a position in Icon in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Icon position peaked at $13K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.