Capital & Planning LLC’s Icon ICLR Stock Holding History

Capital & Planning LLC’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 Q1	–	Sell	-26	Closed	-$5.45K	–	97
2024 Q4	$5.45K	Buy	+26	New	+$6.07K	﹤0.01%	118

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital & Planning LLC's ICLR Position: Q1 2025 in Review

Capital & Planning LLC sold out of Icon (ICLR) in Q1 2025, closing a stake of 26 shares — an estimated $5.45K sold.

Capital & Planning LLC first reported a position in ICLR in Q4 2024 and held it in 1 quarter. The position peaked at $5.45K in Q4 2024. 560 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

Capital & Planning LLC reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 26 Icon shares in Q1 2025, an estimated $5.45K.
Capital & Planning LLC first reported a position in Icon in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Icon position peaked at $5.45K in Q4 2024.
560 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.