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ICLR icon

CSM Advisors’s Icon ICLR Stock Holding History

CSM 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 		$901K Buy
5,188
+531
+11% +$67.6K 0.02% 349
2026
Q1 		$515K Buy
4,657
+2,736
+142% +$374K 0.01% 367
2025
Q4 		$350K Buy
1,921
+267
+16% +$47.5K 0.01% 379
2025
Q3 		$289K Buy
1,654
+250
+18% +$41.8K 0.01% 393
2025
Q2 		$204K Buy
+1,404
New +$199K 0.01% 376

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

CSM Advisors's ICLR Position: Q2 2026 in Review

CSM Advisors increased its Icon (ICLR) stake by 11% in Q2 2026, buying an estimated $67.6K and bringing the position to 5,188 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #349.

CSM Advisors first reported a position in ICLR in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • CSM Advisors held 5,188 shares of Icon worth $901K as of Q2 2026.
  • CSM Advisors bought 531 Icon shares in Q2 2026, an estimated $67.6K.
  • Icon made up 0.02% of CSM Advisors's portfolio in Q2 2026, its #349 holding.
  • CSM Advisors first reported a position in Icon in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.