Carolinas Wealth Consulting’s Icon ICLR Stock Holding History

Carolinas Wealth Consulting’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	-4	Closed	-$706	–	431
2025 Q1	$706	Hold	4	–	–	﹤0.01%	937
2024 Q4	$766	Buy	+4	New	+$934	﹤0.01%	971

Other funds holding ICLR

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

Carolinas Wealth Consulting's ICLR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Icon (ICLR) in Q2 2025, closing a stake of 4 shares — an estimated $706 sold.

Carolinas Wealth Consulting first reported a position in ICLR in Q4 2024 and held it in 2 quarters. The position peaked at $766 in Q4 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4 Icon shares in Q2 2025, an estimated $706.
Carolinas Wealth Consulting first reported a position in Icon in Q4 2024 and held it in 2 quarters.
Carolinas Wealth Consulting's Icon position peaked at $766 in Q4 2024.
489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.