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Cherry Tree Wealth Management’s Icon ICLR Stock Holding History

Cherry Tree 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 		– Sell
-16
Closed -$2.8K – 670
2025
Q1 		$2.8K Buy
+16
New +$3.1K ﹤0.01% 597

Other funds holding ICLR

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $166B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
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

Cherry Tree Wealth Management's ICLR Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Icon (ICLR) in Q2 2025, closing a stake of 16 shares — an estimated $2.8K sold.

Cherry Tree Wealth Management first reported a position in ICLR in Q1 2025 and held it in 1 quarter. The position peaked at $2.8K in Q1 2025. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 16 Icon shares in Q2 2025, an estimated $2.8K.
  • Cherry Tree Wealth Management first reported a position in Icon in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Icon position peaked at $2.8K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.