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ICLR icon

Clearstead Advisors’s Icon ICLR Stock Holding History

Clearstead Advisors’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
Q2 		$555K Buy
+3,196
New +$407K 0.01% 724
2026
Q1 		– Sell
-84
Closed -$15.3K – 2535
2025
Q4 		$15.3K Hold
84
– – ﹤0.01% 1786
2025
Q3 		$14.7K Sell
84
-60
-42% -$10K ﹤0.01% 1774
2025
Q2 		$20.9K Sell
144
-279
-66% -$39.6K ﹤0.01% 1609
2025
Q1 		$74K Sell
423
-22
-5% -$4.26K ﹤0.01% 1068
2024
Q4 		$93.3K Sell
445
-280
-39% -$65.4K ﹤0.01% 1043
2024
Q3 		$208K Sell
725
-17
-2% -$5.36K ﹤0.01% 852
2024
Q2 		$233K Buy
742
+703
+1,803% +$220K ﹤0.01% 772
2024
Q1 		$12.1K Buy
39
+14
+56% +$4.13K ﹤0.01% 1028
2023
Q4 		$7.08K Buy
25
+13
+108% +$3.36K ﹤0.01% 1115
2023
Q3 		$2.96K Sell
12
-571
-98% -$144K ﹤0.01% 1166
2023
Q2 		$146K Buy
583
+202
+53% +$42.9K 0.01% 489
2023
Q1 		$81.4K Buy
381
+369
+3,075% +$82.1K 0.01% 549
2022
Q4 		$2.33K Sell
12
-105
-90% -$20.8K ﹤0.01% 1066
2022
Q3 		$22K Hold
117
– – ﹤0.01% 756
2022
Q2 		$25K Hold
117
– – ﹤0.01% 747
2022
Q1 		$28K Hold
117
– – ﹤0.01% 787
2021
Q4 		$36K Hold
117
– – ﹤0.01% 713
2021
Q3 		$31K Buy
+117
New +$28.4K ﹤0.01% 698

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Clearstead Advisors's ICLR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Icon (ICLR) in Q2 2026: 3,196 shares worth $555K. The stake represents 0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ICLR as recently as Q4 2025.

Clearstead Advisors first reported a position in ICLR in Q3 2021 and has held it in 19 quarters since. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Clearstead Advisors held 3,196 shares of Icon worth $555K as of Q2 2026.
  • Icon was a new Clearstead Advisors position in Q2 2026.
  • Icon made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #724 holding.
  • Clearstead Advisors first reported a position in Icon in Q3 2021 and has held it in 19 quarters since.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.