Cetera Investment Advisers
ICLR icon

Cetera Investment Advisers’s Icon ICLR Stock Holding History

Cetera Investment Advisers’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 		$1.64M Buy
14,859
+2,221
+18% +$303K ﹤0.01% 2462
2025
Q4 		$2.3M Sell
12,638
-2,970
-19% -$529K ﹤0.01% 2089
2025
Q3 		$2.73M Buy
15,608
+1,639
+12% +$274K ﹤0.01% 1905
2025
Q2 		$2.03M Sell
13,969
-7,077
-34% -$1M ﹤0.01% 1834
2025
Q1 		$3.68M Sell
21,046
-5,274
-20% -$1.02M 0.01% 1309
2024
Q4 		$5.52M Sell
26,320
-2,077
-7% -$485K 0.01% 987
2024
Q3 		$8.16M Buy
28,397
+90
+0.3% +$28.4K 0.02% 781
2024
Q2 		$8.87M Buy
28,307
+735
+3% +$230K 0.02% 721
2024
Q1 		$9.26M Buy
27,572
+22,701
+466% +$6.69M 0.02% 697
2023
Q4 		$1.38M Buy
4,871
+171
+4% +$44.2K 0.01% 943
2023
Q3 		$1.16M Sell
4,700
-377
-7% -$95K 0.01% 979
2023
Q2 		$1.27M Sell
5,077
-1,312
-21% -$279K 0.01% 963
2023
Q1 		$1.36M Buy
6,389
+821
+15% +$183K 0.01% 899
2022
Q4 		$1.08M Buy
5,568
+3,526
+173% +$699K 0.01% 959
2022
Q3 		$375K Buy
2,042
+509
+33% +$111K 0.01% 1141
2022
Q2 		$332K Sell
1,533
-42
-3% -$9.42K 0.01% 1347
2022
Q1 		$383K Buy
1,575
+93
+6% +$23.3K 0.01% 1347
2021
Q4 		$459K Buy
1,482
+489
+49% +$137K 0.01% 1234
2021
Q3 		$260K Sell
993
-159
-14% -$38.6K ﹤0.01% 1528
2021
Q2 		$238K Buy
+1,152
New +$249K ﹤0.01% 1564
2021
Q1 		– Sell
-1,726
Closed -$337K – 1653
2020
Q4 		$337K Buy
+1,726
New +$337K 0.01% 1175

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

Cetera Investment Advisers's ICLR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Icon (ICLR) stake by 18% in Q1 2026, buying an estimated $303K and bringing the position to 14,859 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Cetera Investment Advisers first reported a position in ICLR in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.26M in Q1 2024. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Cetera Investment Advisers held 14,859 shares of Icon worth $1.64M as of Q1 2026.
  • Cetera Investment Advisers bought 2,221 Icon shares in Q1 2026, an estimated $303K.
  • Icon made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2462 holding.
  • Cetera Investment Advisers first reported a position in Icon in Q4 2020 and has held it in 21 quarters since.
  • Cetera Investment Advisers's Icon position peaked at $9.26M in Q1 2024.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.