Cypress Advisory Group’s Icon ICLR Stock Holding History

Cypress Advisory Group’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	$464K	Sell	2,670 -2,000	-43%	-$255K	0.36%	68
2026 Q1	$517K	Hold	4,670	–	–	0.39%	62
2025 Q4	$851K	Buy	4,670 +130	+3%	+$23.1K	0.62%	51
2025 Q3	$795K	Buy	4,540 +110	+2%	+$18.4K	0.59%	51
2025 Q2	$644K	Buy	4,430 +590	+15%	+$83.7K	0.5%	52
2025 Q1	$672K	Buy	3,840 +2,813	+274%	+$545K	0.61%	43
2024 Q4	$215K	Buy	+1,027	New	+$240K	0.2%	60

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

BDL

Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

Cypress Advisory Group's ICLR Position: Q2 2026 in Review

Cypress Advisory Group reduced its Icon (ICLR) stake by 43% in Q2 2026, selling an estimated $255K and leaving 2,670 shares worth $464K. The position accounts for 0.36% of the portfolio, ranked #68.

Cypress Advisory Group first reported a position in ICLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $851K in Q4 2025. 52 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Cypress Advisory Group held 2,670 shares of Icon worth $464K as of Q2 2026.
Cypress Advisory Group sold 2,000 Icon shares in Q2 2026, an estimated $255K.
Icon made up 0.36% of Cypress Advisory Group's portfolio in Q2 2026, its #68 holding.
Cypress Advisory Group first reported a position in Icon in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's Icon position peaked at $851K in Q4 2025.
52 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.