Concurrent Investment Advisors’s Icon ICLR Stock Holding History

Concurrent Investment 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	$6.34M	Buy	+36,482	New	+$4.64M	0.05%	376
2026 Q1	–	Sell	-1,584	Closed	-$289K	–	1982
2025 Q4	$289K	Buy	+1,584	New	+$282K	﹤0.01%	1425
2024 Q2	–	Sell	-1,223	Closed	-$411K	–	1039
2024 Q1	$411K	Sell	1,223 -23	-2%	-$6.78K	0.02%	598
2023 Q4	$353K	Buy	+1,246	New	+$322K	0.02%	601

Other funds holding ICLR

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Concurrent Investment Advisors's ICLR Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Icon (ICLR) in Q2 2026: 36,482 shares worth $6.34M. The stake represents 0.05% of the portfolio and ranks #376 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in ICLR as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in ICLR in Q4 2023 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Concurrent Investment Advisors held 36,482 shares of Icon worth $6.34M as of Q2 2026.
Icon was a new Concurrent Investment Advisors position in Q2 2026.
Icon made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #376 holding.
Concurrent Investment Advisors first reported a position in Icon in Q4 2023 and has held it in 4 quarters since.
109 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.