DWM
ICLR icon

Dakota Wealth Management’s Icon ICLR Stock Holding History

Dakota Wealth Management’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
2025
Q2 		– Sell
-2,617
Closed -$458K – 790
2025
Q1 		$458K Buy
2,617
+321
+14% +$62.2K 0.01% 534
2024
Q4 		$481K Sell
2,296
-1,296
-36% -$303K 0.01% 512
2024
Q3 		$1.03M Sell
3,592
-130
-3% -$41K 0.02% 364
2024
Q2 		$1.17M Sell
3,722
-143
-4% -$44.8K 0.03% 338
2024
Q1 		$1.3M Sell
3,865
-55
-1% -$16.2K 0.03% 320
2023
Q4 		$1.11M Buy
3,920
+150
+4% +$38.8K 0.04% 296
2023
Q3 		$928K Buy
3,770
+334
+10% +$84.2K 0.04% 298
2023
Q2 		$860K Buy
3,436
+49
+1% +$10.4K 0.04% 277
2023
Q1 		$723K Buy
3,387
+89
+3% +$19.8K 0.05% 291
2022
Q4 		$641K Buy
3,298
+69
+2% +$13.7K 0.05% 304
2022
Q3 		$594K Buy
3,229
+199
+7% +$43.3K 0.05% 309
2022
Q2 		$657K Buy
+3,030
New +$679K 0.06% 240

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Dakota Wealth Management's ICLR Position: Q2 2025 in Review

Dakota Wealth Management sold out of Icon (ICLR) in Q2 2025, closing a stake of 2,617 shares — an estimated $458K sold.

Dakota Wealth Management first reported a position in ICLR in Q2 2022 and held it in 12 quarters. The position peaked at $1.3M in Q1 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Dakota Wealth Management reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,617 Icon shares in Q2 2025, an estimated $458K.
  • Dakota Wealth Management first reported a position in Icon in Q2 2022 and held it in 12 quarters.
  • Dakota Wealth Management's Icon position peaked at $1.3M in Q1 2024.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.