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Crewe Advisors’s Icon ICLR Stock Holding History

Crewe 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
Q1 		– Sell
-12
Closed -$2.19K – 1089
2025
Q4 		$2.19K Sell
12
-117
-91% -$20.8K ﹤0.01% 868
2025
Q3 		$22.6K Sell
129
-16
-11% -$2.68K ﹤0.01% 475
2025
Q2 		$21.1K Hold
145
– – ﹤0.01% 361
2025
Q1 		$25.4K Buy
+145
New +$28.1K ﹤0.01% 323
2024
Q3 		– Sell
-177
Closed -$55.5K – 845
2024
Q2 		$55.5K Buy
177
+161
+1,006% +$50.5K 0.01% 355
2024
Q1 		$5.38K Buy
+16
New +$4.72K ﹤0.01% 714
2023
Q4 		– Sell
-14
Closed -$3.45K – 557
2023
Q3 		$3.45K Hold
14
– – ﹤0.01% 313
2023
Q2 		$3.5K Sell
14
-191
-93% -$40.6K ﹤0.01% 497
2023
Q1 		$43.8K Sell
205
-82
-29% -$18.2K 0.01% 324
2022
Q4 		$55.8K Hold
287
– – 0.01% 296
2022
Q3 		$53K Buy
287
+54
+23% +$11.8K 0.01% 313
2022
Q2 		$50K Buy
+233
New +$52.2K 0.01% 297

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
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