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ICLR icon

Dynasty Wealth Management’s Icon ICLR Stock Holding History

Dynasty 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
Q3 		– Sell
-4,452
Closed -$648K – 330
2025
Q2 		$648K Buy
4,452
+688
+18% +$97.6K 0.01% 165
2025
Q1 		$659K Sell
3,764
-54
-1% -$10.5K 0.01% 184
2024
Q4 		$801K Sell
3,818
-3,336
-47% -$779K 0.01% 165
2024
Q3 		$2.06M Buy
7,154
+10
+0.1% +$3.15K 0.06% 69
2024
Q2 		$2.24M Buy
7,144
+253
+4% +$79.3K 0.07% 78
2024
Q1 		$2.32M Buy
+6,891
New +$2.03M 0.07% 68

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
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

Dynasty Wealth Management's ICLR Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Icon (ICLR) in Q3 2025, closing a stake of 4,452 shares — an estimated $648K sold.

Dynasty Wealth Management first reported a position in ICLR in Q1 2024 and held it in 6 quarters. The position peaked at $2.32M in Q1 2024. 514 funds tracked by Wall St. Rank hold ICLR as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Icon position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,452 Icon shares in Q3 2025, an estimated $648K.
  • Dynasty Wealth Management first reported a position in Icon in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Icon position peaked at $2.32M in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Icon as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.