Envestnet Asset Management
ICLR icon

Envestnet Asset Management’s Icon ICLR Stock Holding History

Envestnet Asset 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
2026
Q2 		$23.2M Sell
133,841
-11,422
-8% -$1.45M 0.01% 1339
2026
Q1 		$16.1M Buy
145,263
+30,118
+26% +$4.11M ﹤0.01% 1503
2025
Q4 		$21M Sell
115,145
-35,941
-24% -$6.4M 0.01% 1176
2025
Q3 		$26.4M Sell
151,086
-9,066
-6% -$1.52M 0.01% 1106
2025
Q2 		$23.3M Sell
160,152
-211,892
-57% -$30.1M 0.01% 1156
2025
Q1 		$65.1M Sell
372,044
-58,188
-14% -$11.3M 0.02% 610
2024
Q4 		$90.2M Sell
430,232
-112,407
-21% -$26.2M 0.03% 498
2024
Q3 		$156M Buy
542,639
+20,432
+4% +$6.44M 0.05% 356
2024
Q2 		$164M Buy
522,207
+45,040
+9% +$14.1M 0.06% 308
2024
Q1 		$160M Sell
477,167
-3,311
-0.7% -$976K 0.06% 300
2023
Q4 		$136M Buy
480,478
+2,784
+0.6% +$720K 0.06% 323
2023
Q3 		$118M Buy
477,694
+199,500
+72% +$50.3M 0.05% 337
2023
Q2 		$69.6M Sell
278,194
-50,764
-15% -$10.8M 0.03% 438
2023
Q1 		$70.3M Buy
328,958
+14,133
+4% +$3.15M 0.03% 405
2022
Q4 		$61.2M Sell
314,825
-21,539
-6% -$4.27M 0.03% 430
2022
Q3 		$61.8M Sell
336,364
-10,110
-3% -$2.2M 0.04% 383
2022
Q2 		$75.1M Buy
346,474
+5,595
+2% +$1.25M 0.04% 346
2022
Q1 		$82.9M Sell
340,879
-25,985
-7% -$6.51M 0.04% 351
2021
Q4 		$114M Buy
366,864
+16,613
+5% +$4.65M 0.06% 295
2021
Q3 		$91.8M Buy
350,251
+114,900
+49% +$27.9M 0.05% 311
2021
Q2 		$48.6M Buy
235,351
+20,219
+9% +$4.36M 0.03% 467
2021
Q1 		$42.2M Buy
215,132
+33,282
+18% +$6.57M 0.03% 458
2020
Q4 		$35.5M Buy
181,850
+1,458
+0.8% +$285K 0.03% 444
2020
Q3 		$34.5M Sell
180,392
-10,041
-5% -$1.85M 0.03% 398
2020
Q2 		$32.1M Sell
190,433
-12,774
-6% -$2.01M 0.03% 385
2020
Q1 		$27.6M Sell
203,207
-1,669
-0.8% -$267K 0.03% 364
2019
Q4 		$35.3M Buy
204,876
+11,768
+6% +$1.81M 0.04% 343
2019
Q3 		$28.5M Buy
193,108
+2,389
+1% +$367K 0.03% 381
2019
Q2 		$29.4M Buy
190,719
+7,322
+4% +$1.03M 0.04% 349
2019
Q1 		$25M Sell
183,397
-31,321
-15% -$4.27M 0.03% 375
2018
Q4 		$27.7M Buy
214,718
+144,857
+207% +$20M 0.04% 290
2018
Q3 		$10.7M Sell
69,861
-18,808
-21% -$2.7M 0.02% 296
2018
Q2 		$11.8M Buy
88,669
+70,064
+377% +$8.73M 0.03% 287
2018
Q1 		$2.2M Sell
18,605
-78,448
-81% -$9M 0.01% 677
2017
Q4 		$10.9M Buy
97,053
+3,682
+4% +$424K 0.02% 374
2017
Q3 		$10.6M Buy
93,371
+299
+0.3% +$31.8K 0.03% 358
2017
Q2 		$9.1M Sell
93,072
-6,992
-7% -$618K 0.03% 389
2017
Q1 		$7.98M Sell
100,064
-2,838
-3% -$232K 0.03% 417
2016
Q4 		$7.74M Buy
102,902
+4,235
+4% +$329K 0.03% 396
2016
Q3 		$7.63M Sell
98,667
-5,328
-5% -$400K 0.03% 439
2016
Q2 		$7.28M Buy
103,995
+37,495
+56% +$2.57M 0.03% 498
2016
Q1 		$4.99M Buy
66,500
+8,905
+15% +$624K 0.02% 589
2015
Q4 		$4.47M Buy
57,595
+4,570
+9% +$326K 0.02% 617
2015
Q3 		$3.76M Buy
53,025
+1,093
+2% +$82.3K 0.02% 683
2015
Q2 		$3.5M Buy
51,932
+14,651
+39% +$988K 0.02% 789
2015
Q1 		$2.63M Buy
37,281
+29,533
+381% +$1.83M 0.01% 849
2014
Q4 		$395K Sell
7,748
-714
-8% -$38.5K ﹤0.01% 772
2014
Q3 		$484K Buy
8,462
+3,792
+81% +$195K ﹤0.01% 795
2014
Q2 		$220K Buy
4,670
+2,170
+87% +$93.7K ﹤0.01% 966
2014
Q1 		$119K Sell
2,500
-1,745
-41% -$77.8K ﹤0.01% 1094
2013
Q4 		$172K Sell
4,245
-24
-0.6% -$954 ﹤0.01% 857
2013
Q3 		$175K Buy
4,269
+122
+3% +$4.7K ﹤0.01% 829
2013
Q2 		$147K Buy
+4,147
New +$136K ﹤0.01% 866

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Envestnet Asset Management's ICLR Position: Q2 2026 in Review

Envestnet Asset Management reduced its Icon (ICLR) stake by 7.9% in Q2 2026, selling an estimated $1.45M and leaving 133,841 shares worth $23.2M. The position accounts for 0.01% of the portfolio, ranked #1339.

Envestnet Asset Management first reported a position in ICLR in Q2 2013 and has held it in 53 quarters since. The position peaked at $164M in Q2 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Envestnet Asset Management held 133,841 shares of Icon worth $23.2M as of Q2 2026.
  • Envestnet Asset Management sold 11,422 Icon shares in Q2 2026, an estimated $1.45M.
  • Icon made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1339 holding.
  • Envestnet Asset Management first reported a position in Icon in Q2 2013 and has held it in 53 quarters since.
  • Envestnet Asset Management's Icon position peaked at $164M in Q2 2024.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.