EWP
ICLR icon

Elevation Wealth Partners’s Icon ICLR Stock Holding History

Elevation Wealth Partners’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
Q3 		$10.2K Hold
60
– – ﹤0.01% 885
2026
Q2 		$10.4K Hold
60
– – ﹤0.01% 796
2026
Q1 		$6.64K Hold
60
– – ﹤0.01% 620
2025
Q4 		$10.9K Hold
60
– – ﹤0.01% 468
2025
Q3 		$10.5K Hold
60
– – ﹤0.01% 383
2025
Q2 		$8.73K Hold
60
– – ﹤0.01% 373
2025
Q1 		$10.5K Hold
60
– – ﹤0.01% 368
2024
Q4 		$12.6K Hold
60
– – 0.01% 351
2024
Q3 		$17.2K Hold
60
– – 0.01% 311
2024
Q2 		$18.8K Hold
60
– – 0.01% 293
2024
Q1 		$20.2K Buy
+60
New +$17.7K 0.01% 295

Other funds holding ICLR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's ICLR Position: Q3 2026 in Review

Elevation Wealth Partners held its Icon (ICLR) position steady in Q3 2026 at 60 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Elevation Wealth Partners first reported a position in ICLR in Q1 2024 and has held it in 11 quarters since. The position peaked at $20.2K in Q1 2024. 11 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • Elevation Wealth Partners held 60 shares of Icon worth $10.2K as of Q3 2026.
  • Elevation Wealth Partners left its Icon share count unchanged in Q3 2026.
  • Icon made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #885 holding.
  • Elevation Wealth Partners first reported a position in Icon in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Icon position peaked at $20.2K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.