Creative Financial Designs’s Icon ICLR Stock Holding History

Creative Financial Designs’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	$775	Hold	7	–	–	﹤0.01%	1941
2025 Q4	$1.28K	Hold	7	–	–	﹤0.01%	1757
2025 Q3	$1.23K	Hold	7	–	–	﹤0.01%	1779
2025 Q2	$1.02K	Hold	7	–	–	﹤0.01%	1780
2025 Q1	$1.23K	Sell	7 -9	-56%	-$1.75K	﹤0.01%	1744
2024 Q4	$3.35K	Buy	+16	New	+$3.74K	﹤0.01%	1499
2021 Q4	–	Sell	-25	Closed	-$7K	–	1320
2021 Q3	$7K	Hold	25	–	–	﹤0.01%	1087
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	1168
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	1061
2020 Q4	$5K	Hold	25	–	–	﹤0.01%	980
2020 Q3	$5K	Hold	25	–	–	﹤0.01%	928
2020 Q2	$4K	Buy	+25	New	+$3.94K	﹤0.01%	920

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Creative Financial Designs's ICLR Position: Q1 2026 in Review

Creative Financial Designs held its Icon (ICLR) position steady in Q1 2026 at 7 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Creative Financial Designs first reported a position in ICLR in Q2 2020 and has held it in 12 quarters since. The position peaked at $7K in Q3 2021. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Creative Financial Designs held 7 shares of Icon worth $775 as of Q1 2026.
Creative Financial Designs left its Icon share count unchanged in Q1 2026.
Icon made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1941 holding.
Creative Financial Designs first reported a position in Icon in Q2 2020 and has held it in 12 quarters since.
Creative Financial Designs's Icon position peaked at $7K in Q3 2021.
415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.