Carson Wealth (CWM LLC)
ICLR icon

Carson Wealth (CWM LLC)’s Icon ICLR Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$9.19K Sell
83
-104
-56% -$14.2K ﹤0.01% 4806
2025
Q4 		$34K Buy
187
+2
+1% +$356 ﹤0.01% 3870
2025
Q3 		$32K Sell
185
-37
-17% -$6.19K ﹤0.01% 3840
2025
Q2 		$32K Sell
222
-46
-17% -$6.52K ﹤0.01% 3613
2025
Q1 		$47K Buy
268
+23
+9% +$4.46K ﹤0.01% 3036
2024
Q4 		$51K Sell
245
-180
-42% -$42K ﹤0.01% 2783
2024
Q3 		$122K Sell
425
-365
-46% -$115K ﹤0.01% 2074
2024
Q2 		$248K Buy
790
+66
+9% +$20.7K ﹤0.01% 1473
2024
Q1 		$243K Sell
724
-8
-1% -$2.36K ﹤0.01% 1424
2023
Q4 		$207K Buy
732
+128
+21% +$33.1K ﹤0.01% 1414
2023
Q3 		$149K Buy
604
+57
+10% +$14.4K ﹤0.01% 1431
2023
Q2 		$137K Buy
547
+71
+15% +$15.1K ﹤0.01% 1406
2023
Q1 		$102K Sell
476
-133
-22% -$29.6K ﹤0.01% 1484
2022
Q4 		$118K Buy
609
+133
+28% +$26.4K ﹤0.01% 1305
2022
Q3 		$87K Sell
476
-17
-3% -$3.7K ﹤0.01% 1396
2022
Q2 		$107K Sell
493
-73
-13% -$16.4K ﹤0.01% 1295
2022
Q1 		$138K Buy
566
+103
+22% +$25.8K ﹤0.01% 1198
2021
Q4 		$143K Buy
+463
New +$130K ﹤0.01% 1160
2021
Q2 		$22K Hold
105
– – ﹤0.01% 1749
2021
Q1 		$22K Hold
105
– – ﹤0.01% 1749
2020
Q4 		$22K Hold
105
– – ﹤0.01% 1749
2020
Q3 		$22K Hold
105
– – ﹤0.01% 1749
2020
Q2 		$22K Hold
105
– – ﹤0.01% 1749
2020
Q1 		$22K Hold
105
– – ﹤0.01% 1749
2019
Q4 		$22K Hold
105
– – ﹤0.01% 1749
2019
Q3 		$22K Hold
105
– – ﹤0.01% 1749
2019
Q2 		$22K Hold
105
– – ﹤0.01% 1749
2019
Q1 		$22K Sell
105
-107
-50% -$14.6K ﹤0.01% 1749
2018
Q4 		$27K Buy
212
+144
+212% +$19.9K ﹤0.01% 1047
2018
Q3 		$10K Buy
68
+18
+36% +$2.58K ﹤0.01% 1150
2018
Q2 		$7K Buy
+50
New +$6.23K ﹤0.01% 1106

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
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

Carson Wealth (CWM LLC)'s ICLR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Icon (ICLR) stake by 56% in Q1 2026, selling an estimated $14.2K and leaving 83 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4806.

Carson Wealth (CWM LLC) first reported a position in ICLR in Q2 2018 and has held it in 31 quarters since. The position peaked at $248K in Q2 2024. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83 shares of Icon worth $9.19K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 104 Icon shares in Q1 2026, an estimated $14.2K.
  • Icon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4806 holding.
  • Carson Wealth (CWM LLC) first reported a position in Icon in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Icon position peaked at $248K in Q2 2024.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.