Clifford Swan Investment Counsel’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $236K | Buy |
+1,360
| New | +$173K | 0.01% | 313 |
|
|
2026
Q1 | – | Sell |
-1,360
| Closed | -$248K | – | 339 |
|
|
2025
Q4 | $248K | Hold |
1,360
| – | – | 0.01% | 296 |
|
|
2025
Q3 | $238K | Buy |
+1,360
| New | +$228K | 0.01% | 304 |
|
|
2025
Q2 | – | Sell |
-1,520
| Closed | -$266K | – | 317 |
|
|
2025
Q1 | $266K | Hold |
1,520
| – | – | 0.01% | 278 |
|
|
2024
Q4 | $319K | Sell |
1,520
-151
| -9% | -$35.3K | 0.01% | 258 |
|
|
2024
Q3 | $480K | Buy |
1,671
+51
| +3% | +$16.1K | 0.02% | 228 |
|
|
2024
Q2 | $508K | Hold |
1,620
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $544K | Hold |
1,620
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $459K | Sell |
1,620
-126
| -7% | -$32.6K | 0.02% | 222 |
|
|
2023
Q3 | $430K | Buy |
1,746
+1
| +0.1% | +$252 | 0.02% | 218 |
|
|
2023
Q2 | $437K | Hold |
1,745
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $373K | Sell |
1,745
-125
| -7% | -$27.8K | 0.02% | 238 |
|
|
2022
Q4 | $363K | Hold |
1,870
| – | – | 0.02% | 239 |
|
|
2022
Q3 | $344K | Hold |
1,870
| – | – | 0.02% | 242 |
|
|
2022
Q2 | $405K | Sell |
1,870
-40
| -2% | -$8.97K | 0.02% | 240 |
|
|
2022
Q1 | $465K | Hold |
1,910
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $592K | Sell |
1,910
-50
| -3% | -$14K | 0.02% | 223 |
|
|
2021
Q3 | $566K | Hold |
1,960
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $482K | Hold |
1,960
| – | – | 0.02% | 230 |
|
|
2021
Q1 | $385K | Hold |
1,960
| – | – | 0.02% | 252 |
|
|
2020
Q4 | $382K | Hold |
1,960
| – | – | 0.02% | 245 |
|
|
2020
Q3 | $375K | Hold |
1,960
| – | – | 0.02% | 237 |
|
|
2020
Q2 | $330K | Hold |
1,960
| – | – | 0.02% | 248 |
|
|
2020
Q1 | $267K | Hold |
1,960
| – | – | 0.02% | 254 |
|
|
2019
Q4 | $338K | Sell |
1,960
-40
| -2% | -$6.17K | 0.02% | 253 |
|
|
2019
Q3 | $295K | Hold |
2,000
| – | – | 0.02% | 257 |
|
|
2019
Q2 | $308K | Hold |
2,000
| – | – | 0.02% | 250 |
|
|
2019
Q1 | $273K | Sell |
2,000
-349
| -15% | -$47.6K | 0.01% | 264 |
|
|
2018
Q4 | $304K | Hold |
2,349
| – | – | 0.02% | 245 |
|
|
2018
Q3 | $361K | Hold |
2,349
| – | – | 0.02% | 241 |
|
|
2018
Q2 | $311K | Hold |
2,349
| – | – | 0.02% | 252 |
|
|
2018
Q1 | $278K | Hold |
2,349
| – | – | 0.02% | 262 |
|
|
2017
Q4 | $263K | Hold |
2,349
| – | – | 0.01% | 269 |
|
|
2017
Q3 | $268K | Hold |
2,349
| – | – | 0.02% | 269 |
|
|
2017
Q2 | $230K | Buy |
+2,349
| New | +$208K | 0.01% | 293 |
|
Other funds holding ICLR
BWA
GA
RCG
Clifford Swan Investment Counsel's ICLR Position: Q2 2026 in Review
Clifford Swan Investment Counsel opened a new position in Icon (ICLR) in Q2 2026: 1,360 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Clifford Swan Investment Counsel previously reported a position in ICLR as recently as Q4 2025.
Clifford Swan Investment Counsel first reported a position in ICLR in Q2 2017 and has held it in 35 quarters since. The position peaked at $592K in Q4 2021. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.
- Clifford Swan Investment Counsel held 1,360 shares of Icon worth $236K as of Q2 2026.
- Icon was a new Clifford Swan Investment Counsel position in Q2 2026.
- Icon made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #313 holding.
- Clifford Swan Investment Counsel first reported a position in Icon in Q2 2017 and has held it in 35 quarters since.
- Clifford Swan Investment Counsel's Icon position peaked at $592K in Q4 2021.
- 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.