Cerity Partners
ICLR icon

Cerity Partners’s Icon ICLR Stock Holding History

Cerity Partners’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 		$409K Buy
3,700
+884
+31% +$121K ﹤0.01% 2409
2025
Q4 		$513K Buy
2,816
+385
+16% +$68.6K ﹤0.01% 2089
2025
Q3 		$425K Sell
2,431
-75
-3% -$12.6K ﹤0.01% 2074
2025
Q2 		$364K Sell
2,506
-1,235
-33% -$175K ﹤0.01% 2042
2025
Q1 		$655K Sell
3,741
-2,345
-39% -$455K ﹤0.01% 1624
2024
Q4 		$1.59M Buy
6,086
+855
+16% +$200K ﹤0.01% 1212
2024
Q3 		$1.5M Buy
5,231
+1,805
+53% +$569K ﹤0.01% 1217
2024
Q2 		$1.07M Buy
3,426
+971
+40% +$304K ﹤0.01% 1196
2024
Q1 		$825K Buy
2,455
+1,719
+234% +$507K ﹤0.01% 1363
2023
Q4 		$208K Buy
+736
New +$190K ﹤0.01% 1700
2023
Q1 		– Sell
-1,059
Closed -$206K – 1874
2022
Q4 		$206K Buy
+1,059
New +$210K ﹤0.01% 1332
2022
Q3 		– Sell
-1,172
Closed -$254K – 1208
2022
Q2 		$254K Buy
1,172
+219
+23% +$49.1K ﹤0.01% 975
2022
Q1 		$231K Buy
953
+262
+38% +$65.7K ﹤0.01% 820
2021
Q4 		$216K Buy
+691
New +$193K ﹤0.01% 908

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

Cerity Partners's ICLR Position: Q1 2026 in Review

Cerity Partners increased its Icon (ICLR) stake by 31% in Q1 2026, buying an estimated $121K and bringing the position to 3,700 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Cerity Partners first reported a position in ICLR in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.59M in Q4 2024. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Cerity Partners held 3,700 shares of Icon worth $409K as of Q1 2026.
  • Cerity Partners bought 884 Icon shares in Q1 2026, an estimated $121K.
  • Icon made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2409 holding.
  • Cerity Partners first reported a position in Icon in Q4 2021 and has held it in 14 quarters since.
  • Cerity Partners's Icon position peaked at $1.59M in Q4 2024.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.