Creative Planning
ICLR icon

Creative Planning’s Icon ICLR Stock Holding History

Creative Planning’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 		$699K Buy
4,023
+525
+15% +$66.8K ﹤0.01% 2927
2026
Q1 		$387K Sell
3,498
-880
-20% -$120K ﹤0.01% 3227
2025
Q4 		$798K Sell
4,378
-274
-6% -$48.8K ﹤0.01% 2466
2025
Q3 		$814K Sell
4,652
-26
-0.6% -$4.35K ﹤0.01% 2313
2025
Q2 		$680K Sell
4,678
-387
-8% -$54.9K ﹤0.01% 2186
2025
Q1 		$886K Sell
5,065
-3,069
-38% -$595K ﹤0.01% 1811
2024
Q4 		$1.71M Sell
8,134
-47,622
-85% -$11.1M ﹤0.01% 1241
2024
Q3 		$16M Sell
55,756
-587
-1% -$185K 0.02% 323
2024
Q2 		$17.7M Buy
56,343
+273
+0.5% +$85.6K 0.02% 288
2024
Q1 		$18.8M Sell
56,070
-54
-0.1% -$15.9K 0.02% 278
2023
Q4 		$15.9M Sell
56,124
-54,015
-49% -$14M 0.03% 289
2023
Q3 		$27.1M Buy
110,139
+46,037
+72% +$11.6M 0.04% 200
2023
Q2 		$16M Buy
64,102
+387
+0.6% +$82.2K 0.02% 263
2023
Q1 		$13.6M Sell
63,715
-1,077
-2% -$240K 0.02% 276
2022
Q4 		$12.6M Sell
64,792
-351
-0.5% -$69.6K 0.02% 288
2022
Q3 		$12M Sell
65,143
-15,595
-19% -$3.39M 0.02% 271
2022
Q2 		$17.5M Sell
80,738
-11,773
-13% -$2.64M 0.03% 213
2022
Q1 		$22.5M Buy
92,511
+88,043
+1,971% +$22.1M 0.03% 182
2021
Q4 		$1.38M Sell
4,468
-1,310
-23% -$367K ﹤0.01% 814
2021
Q3 		$1.51M Sell
5,778
-898
-13% -$218K ﹤0.01% 768
2021
Q2 		$1.38M Sell
6,676
-2,089
-24% -$451K ﹤0.01% 805
2021
Q1 		$1.72M Sell
8,765
-2,216
-20% -$437K ﹤0.01% 786
2020
Q4 		$2.14M Buy
10,981
+8,413
+328% +$1.64M ﹤0.01% 646
2020
Q3 		$491K Buy
2,568
+512
+25% +$94.1K ﹤0.01% 1150
2020
Q2 		$346K Sell
2,056
-101
-5% -$15.9K ﹤0.01% 1229
2020
Q1 		$293K Sell
2,157
-188
-8% -$30.1K ﹤0.01% 1188
2019
Q4 		$404K Buy
2,345
+64
+3% +$9.87K ﹤0.01% 1228
2019
Q3 		$336K Buy
2,281
+21
+0.9% +$3.23K ﹤0.01% 1287
2019
Q2 		$348K Buy
2,260
+336
+17% +$47.1K ﹤0.01% 1277
2019
Q1 		$263K Sell
1,924
-454
-19% -$61.9K ﹤0.01% 1403
2018
Q4 		$307K Sell
2,378
-84
-3% -$11.6K ﹤0.01% 1222
2018
Q3 		$379K Buy
2,462
+101
+4% +$14.5K ﹤0.01% 1254
2018
Q2 		$313K Buy
2,361
+106
+5% +$13.2K ﹤0.01% 1348
2018
Q1 		$266K Sell
2,255
-1,094
-33% -$125K ﹤0.01% 1417
2017
Q4 		$376K Sell
3,349
-116
-3% -$13.4K ﹤0.01% 1236
2017
Q3 		$395K Buy
3,465
+2,100
+154% +$223K ﹤0.01% 1161
2017
Q2 		$133K Sell
1,365
-81
-6% -$7.16K ﹤0.01% 1778
2017
Q1 		$115K Sell
1,446
-227
-14% -$18.6K ﹤0.01% 1859
2016
Q4 		$126K Sell
1,673
-400
-19% -$31.1K ﹤0.01% 1706
2016
Q3 		$160K Hold
2,073
– – ﹤0.01% 1539
2016
Q2 		$145K Buy
2,073
+988
+91% +$67.8K ﹤0.01% 1437
2016
Q1 		$81K Sell
1,085
-31
-3% -$2.17K ﹤0.01% 1758
2015
Q4 		$87K Sell
1,116
-61
-5% -$4.36K ﹤0.01% 1718
2015
Q3 		$84K Buy
+1,177
New +$88.6K ﹤0.01% 1691
2015
Q2 		– Sell
-1,150
Closed -$81K – 1957
2015
Q1 		$81K Buy
1,150
+150
+15% +$9.3K ﹤0.01% 1691
2014
Q4 		$51K Sell
1,000
-40
-4% -$2.16K ﹤0.01% 1993
2014
Q3 		$60K Buy
+1,040
New +$53.5K ﹤0.01% 1806

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

Creative Planning's ICLR Position: Q2 2026 in Review

Creative Planning increased its Icon (ICLR) stake by 15% in Q2 2026, buying an estimated $66.8K and bringing the position to 4,023 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Creative Planning first reported a position in ICLR in Q3 2014 and has held it in 47 quarters since. The position peaked at $27.1M in Q3 2023. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Creative Planning held 4,023 shares of Icon worth $699K as of Q2 2026.
  • Creative Planning bought 525 Icon shares in Q2 2026, an estimated $66.8K.
  • Icon made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2927 holding.
  • Creative Planning first reported a position in Icon in Q3 2014 and has held it in 47 quarters since.
  • Creative Planning's Icon position peaked at $27.1M in Q3 2023.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.