CI
ICLR icon

CX Institutional’s Icon ICLR Stock Holding History

CX Institutional’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 		$3K Sell
20
-60
-75% -$7.64K ﹤0.01% 1422
2026
Q1 		$9K Hold
80
– – ﹤0.01% 1314
2025
Q4 		$15K Hold
80
– – ﹤0.01% 1136
2025
Q3 		$14K Hold
80
– – ﹤0.01% 1151
2025
Q2 		$12K Sell
80
-3
-4% -$426 ﹤0.01% 1021
2025
Q1 		$15K Buy
+83
New +$16.1K ﹤0.01% 975
2022
Q3 		– Sell
-60
Closed -$13K – 776
2022
Q2 		$13K Buy
+60
New +$13.5K ﹤0.01% 911
2021
Q4 		– Sell
-60
Closed -$16K – 605
2021
Q3 		$16K Buy
60
+20
+50% +$4.86K ﹤0.01% 773
2021
Q2 		$8K Hold
40
– – ﹤0.01% 847
2021
Q1 		$8K Hold
40
– – ﹤0.01% 784
2020
Q4 		$8K Hold
40
– – ﹤0.01% 751
2020
Q3 		$8K Hold
40
– – ﹤0.01% 697
2020
Q2 		$7K Hold
40
– – ﹤0.01% 616
2020
Q1 		$5K Buy
40
+8
+25% +$1.28K ﹤0.01% 544
2019
Q4 		$6K Hold
32
– – ﹤0.01% 521
2019
Q3 		$5K Sell
32
-6
-16% -$921 ﹤0.01% 581
2019
Q2 		$6K Buy
+38
New +$5.33K ﹤0.01% 577

Other funds holding ICLR

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
BDL
Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

CX Institutional's ICLR Position: Q2 2026 in Review

CX Institutional reduced its Icon (ICLR) stake by 75% in Q2 2026, selling an estimated $7.64K and leaving 20 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

CX Institutional first reported a position in ICLR in Q2 2019 and has held it in 17 quarters since. The position peaked at $16K in Q3 2021. 41 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • CX Institutional held 20 shares of Icon worth $3K as of Q2 2026.
  • CX Institutional sold 60 Icon shares in Q2 2026, an estimated $7.64K.
  • Icon made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1422 holding.
  • CX Institutional first reported a position in Icon in Q2 2019 and has held it in 17 quarters since.
  • CX Institutional's Icon position peaked at $16K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.