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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
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 $62.3B 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 $75B 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 $1.02T AUM 30.18% 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

CSM Advisors's ICLR Position: Q1 2026 in Review

CSM Advisors increased its Icon (ICLR) stake by 142% in Q1 2026, buying an estimated $374K and bringing the position to 4,657 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #367.

CSM Advisors first reported a position in ICLR in Q2 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • CSM Advisors held 4,657 shares of Icon worth $515K as of Q1 2026.
  • CSM Advisors bought 2,736 Icon shares in Q1 2026, an estimated $374K.
  • Icon made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #367 holding.
  • CSM Advisors first reported a position in Icon in Q2 2025 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.