CWM
ICLR icon

Centricity Wealth Management’s Icon ICLR Stock Holding History

Centricity 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 		$5.53K Hold
38
– – ﹤0.01% 368
2025
Q1 		$6.65K Hold
38
– – 0.01% 355
2024
Q4 		$7.97K Buy
+38
New +$8.87K 0.01% 349

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $210B AUM 57.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Centricity Wealth Management's ICLR Position: Q2 2025 in Review

Centricity Wealth Management held its Icon (ICLR) position steady in Q2 2025 at 38 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Centricity Wealth Management first reported a position in ICLR in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.97K in Q4 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Centricity Wealth Management held 38 shares of Icon worth $5.53K as of Q2 2025.
  • Centricity Wealth Management left its Icon share count unchanged in Q2 2025.
  • Icon made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #368 holding.
  • Centricity Wealth Management first reported a position in Icon in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Icon position peaked at $7.97K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.