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ICLR icon

Dana Investment Advisors’s Icon ICLR Stock Holding History

Dana Investment 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 		– Sell
-2,301
Closed -$419K – 570
2025
Q4 		$419K Hold
2,301
– – 0.01% 482
2025
Q3 		$403K Buy
+2,301
New +$385K 0.01% 485
2024
Q3 		– Sell
-919
Closed -$288K – 544
2024
Q2 		$288K Hold
919
– – 0.01% 488
2024
Q1 		$309K Hold
919
– – 0.01% 483
2023
Q4 		$260K Sell
919
-16
-2% -$4.14K 0.01% 391
2023
Q3 		$230K Buy
+935
New +$236K 0.01% 383

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Dana Investment Advisors's ICLR Position: Q1 2026 in Review

Dana Investment Advisors sold out of Icon (ICLR) in Q1 2026, closing a stake of 2,301 shares — an estimated $419K sold.

Dana Investment Advisors first reported a position in ICLR in Q3 2023 and held it in 6 quarters. The position peaked at $419K in Q4 2025. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Dana Investment Advisors reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Dana Investment Advisors sold 2,301 Icon shares in Q1 2026, an estimated $419K.
  • Dana Investment Advisors first reported a position in Icon in Q3 2023 and held it in 6 quarters.
  • Dana Investment Advisors's Icon position peaked at $419K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.