DWM
ICLR icon

Diversify Wealth Management’s Icon ICLR Stock Holding History

Diversify 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
Q1 		– Sell
-1,464
Closed -$319K – 526
2024
Q4 		$319K Sell
1,464
-640
-30% -$149K 0.02% 423
2024
Q3 		$591K Sell
2,104
-180
-8% -$56.8K 0.06% 285
2024
Q2 		$709K Buy
+2,284
New +$716K 0.09% 209

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Diversify Wealth Management's ICLR Position: Q1 2025 in Review

Diversify Wealth Management sold out of Icon (ICLR) in Q1 2025, closing a stake of 1,464 shares — an estimated $319K sold.

Diversify Wealth Management first reported a position in ICLR in Q2 2024 and held it in 3 quarters. The position peaked at $709K in Q2 2024. 562 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Diversify Wealth Management reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 1,464 Icon shares in Q1 2025, an estimated $319K.
  • Diversify Wealth Management first reported a position in Icon in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Icon position peaked at $709K in Q2 2024.
  • 562 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.