CVA Family Office’s Icon ICLR Stock Holding History

CVA Family Office’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	$10.2K	Buy	59 +18	+44%	+$2.29K	﹤0.01%	1011
2026 Q1	$4.54K	Buy	41 +25	+156%	+$3.42K	﹤0.01%	1267
2025 Q4	$2.92K	Buy	16 +6	+60%	+$1.07K	﹤0.01%	940
2025 Q3	$1.75K	Sell	10 -7	-41%	-$1.17K	﹤0.01%	1026
2025 Q2	$2.47K	Sell	17 -57	-77%	-$8.09K	﹤0.01%	965
2025 Q1	$12.9K	Sell	74 -10	-12%	-$1.94K	﹤0.01%	758
2024 Q4	$17.6K	Buy	84 +1	+1%	+$234	﹤0.01%	698
2024 Q3	$23.8K	Hold	83	–	–	﹤0.01%	628
2024 Q2	$26K	Hold	83	–	–	﹤0.01%	604
2024 Q1	$27.9K	Hold	83	–	–	0.01%	588
2023 Q4	$23.5K	Buy	+83	New	+$21.5K	﹤0.01%	596
2023 Q3	–	Sell	-79	Closed	-$19.8K	–	564
2023 Q2	$19.8K	Buy	+79	New	+$16.8K	﹤0.01%	618

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

CVA Family Office's ICLR Position: Q2 2026 in Review

CVA Family Office increased its Icon (ICLR) stake by 44% in Q2 2026, buying an estimated $2.29K and bringing the position to 59 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

CVA Family Office first reported a position in ICLR in Q2 2023 and has held it in 12 quarters since. The position peaked at $27.9K in Q1 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

CVA Family Office held 59 shares of Icon worth $10.2K as of Q2 2026.
CVA Family Office bought 18 Icon shares in Q2 2026, an estimated $2.29K.
Icon made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1011 holding.
CVA Family Office first reported a position in Icon in Q2 2023 and has held it in 12 quarters since.
CVA Family Office's Icon position peaked at $27.9K in Q1 2024.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.